Filed June 2, 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 | $69,671 | $48,277+44.3% | $67,511+3.2% | $80,874-13.9% |
| Participation rate | 75.7% | 66.4%+9.3pp | 72.9%+2.8pp | 67.6%+8.0pp |
| Annual return | 11.70% | 18.27%-6.6pp | 3517.41%-3505.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $6,384 | $2,021+215.8% | $2,733+133.6% | $2,756+131.7% |
| Participant deferral / active EE | $1,947 | $2,926-33.5% | $4,000-51.3% | $4,297-54.7% |
| Admin fee / account holder | $5,745 | $3,687+55.8% | $3,999+43.7% | $6,935-17.2% |