Filed January 5, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,523 | $150,447-66.4% | $136,298-62.9% | $147,586-65.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.04% | 1049.15%-1027.1pp | 5156.27%-5134.2pp | 578.59%-556.6pp |
| Employer contribution / active EE | $3,584 | $5,256-31.8% | $4,696-23.7% | $4,876-26.5% |
| Participant deferral / active EE | $8,230 | $6,631+24.1% | $6,247+31.7% | $5,439+51.3% |
| Admin fee / account holder | $582 | $10,906-94.7% | $9,244-93.7% | $10,886-94.7% |