Filed December 1, 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 | $79,147 | $60,393+31.1% | $81,820-3.3% | $74,429+6.3% |
| Participation rate | 84.3% | 62.9%+21.4pp | 72.4%+12.0pp | 67.2%+17.1pp |
| Annual return | 21.50% | 16.89%+4.6pp | 777.93%-756.4pp | 1368.38%-1346.9pp |
| Employer contribution / active EE | $3,189 | $2,626+21.4% | $2,915+9.4% | $2,625+21.5% |
| Participant deferral / active EE | $7,447 | $3,397+119.2% | $4,323+72.3% | $4,348+71.3% |
| Admin fee / account holder | $3,151 | $1,491+111.4% | $7,391-57.4% | $1,944+62.1% |