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 | $48,337+44.1% | $67,560+3.1% | $80,959-13.9% |
| Participation rate | 75.7% | 66.4%+9.2pp | 72.9%+2.7pp | 67.7%+8.0pp |
| Annual return | 11.70% | 18.26%-6.6pp | 3533.50%-3521.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $6,384 | $2,023+215.6% | $2,737+133.3% | $2,757+131.5% |
| Participant deferral / active EE | $1,947 | $2,928-33.5% | $4,004-51.4% | $4,300-54.7% |
| Admin fee / account holder | $5,745 | $3,695+55.5% | $3,994+43.8% | $6,925-17.0% |