Filed May 12, 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 | $43,307 | $48,277-10.3% | $67,511-35.9% | $80,874-46.5% |
| Participation rate | 70.7% | 66.4%+4.3pp | 72.9%-2.2pp | 67.6%+3.0pp |
| Annual return | 33.50% | 18.27%+15.2pp | 3517.41%-3483.9pp | 35.62%-2.1pp |
| Employer contribution / active EE | $10,476 | $2,021+418.3% | $2,733+283.4% | $2,756+280.2% |
| Participant deferral / active EE | $3,827 | $2,926+30.8% | $4,000-4.3% | $4,297-10.9% |
| Admin fee / account holder | $4,115 | $3,687+11.6% | $3,999+2.9% | $6,935-40.7% |