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 | $43,714 | $217,432-79.9% | $185,849-76.5% | $167,536-73.9% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 11.99% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,829 | $5,875-68.9% | $5,169-64.6% | $4,839-62.2% |
| Participant deferral / active EE | $6,011 | $6,357-5.4% | $5,569+7.9% | $6,342-5.2% |
| Admin fee / account holder | $8,540 | $19,818-56.9% | $16,244-47.4% | $12,315-30.6% |