Filed August 31, 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 | $206,228 | $99,345+107.6% | $84,753+143.3% | $273,972-24.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 625.75% | 22.93%+602.8pp | 22.78%+603.0pp | 41.46%+584.3pp |
| Employer contribution / active EE | $33,024 | $4,214+683.7% | $3,574+823.9% | $4,869+578.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,682 | $6,645-59.6% | $5,333-49.7% | $10,133-73.5% |