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 | $60,261+31.3% | $81,783-3.2% | $74,546+6.2% |
| Participation rate | 84.3% | 62.9%+21.5pp | 72.4%+12.0pp | 67.2%+17.1pp |
| Annual return | 21.50% | 16.88%+4.6pp | 775.05%-753.6pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $3,189 | $2,622+21.7% | $2,913+9.5% | $2,624+21.5% |
| Participant deferral / active EE | $7,447 | $3,388+119.8% | $4,320+72.4% | $4,347+71.3% |
| Admin fee / account holder | $3,151 | $1,482+112.6% | $7,380-57.3% | $1,944+62.1% |