Filed October 26, 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 | $45,326 | $144,130-68.6% | $117,861-61.5% | $147,586-69.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.27% | 531.20%-517.9pp | 335.11%-321.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $2,783 | $4,897-43.2% | $3,786-26.5% | $4,876-42.9% |
| Participant deferral / active EE | $4,753 | $5,316-10.6% | $4,482+6.0% | $5,439-12.6% |
| Admin fee / account holder | $3,011 | $10,887-72.3% | $8,021-62.5% | $10,886-72.3% |