Filed November 17, 2021
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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 | $137,578 | $60,139+128.8% | $90,461+52.1% | $79,856+72.3% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+27.0pp |
| Annual return | 15.58% | 71.96%-56.4pp | 1294.76%-1279.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $4,937 | $2,069+138.7% | $3,264+51.3% | $2,471+99.8% |
| Participant deferral / active EE | $5,903 | $2,939+100.9% | $3,964+48.9% | $3,741+57.8% |
| Admin fee / account holder | $2,451 | $3,978-38.4% | $5,617-56.4% | $5,306-53.8% |