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 | $60,305+31.2% | $81,780-3.2% | $74,400+6.4% |
| Participation rate | 84.3% | 62.9%+21.5pp | 72.4%+12.0pp | 67.2%+17.1pp |
| Annual return | 21.50% | 16.89%+4.6pp | 776.27%-754.8pp | 1367.51%-1346.0pp |
| Employer contribution / active EE | $3,189 | $2,623+21.6% | $2,914+9.5% | $2,624+21.5% |
| Participant deferral / active EE | $7,447 | $3,390+119.7% | $4,321+72.4% | $4,348+71.3% |
| Admin fee / account holder | $3,151 | $1,484+112.3% | $7,384-57.3% | $1,944+62.1% |