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 | $48,314-10.4% | $67,561-35.9% | $80,925-46.5% |
| Participation rate | 70.7% | 66.4%+4.3pp | 72.9%-2.3pp | 67.7%+3.0pp |
| Annual return | 33.50% | 18.28%+15.2pp | 3525.44%-3491.9pp | 35.65%-2.1pp |
| Employer contribution / active EE | $10,476 | $2,022+418.1% | $2,735+283.1% | $2,756+280.1% |
| Participant deferral / active EE | $3,827 | $2,927+30.8% | $4,003-4.4% | $4,299-11.0% |
| Admin fee / account holder | $4,115 | $3,690+11.5% | $4,006+2.7% | $6,940-40.7% |