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 | $48,337-10.4% | $67,560-35.9% | $80,959-46.5% |
| Participation rate | 70.7% | 66.4%+4.2pp | 72.9%-2.3pp | 67.7%+3.0pp |
| Annual return | 33.50% | 18.26%+15.2pp | 3533.50%-3500.0pp | 35.67%-2.2pp |
| Employer contribution / active EE | $10,476 | $2,023+417.9% | $2,737+282.8% | $2,757+279.9% |
| Participant deferral / active EE | $3,827 | $2,928+30.7% | $4,004-4.4% | $4,300-11.0% |
| Admin fee / account holder | $4,115 | $3,695+11.4% | $3,994+3.0% | $6,925-40.6% |