Filed September 20, 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 | $191,799 | $85,766+123.6% | $136,298+40.7% | $70,126+173.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.69% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $4,005 | $2,966+35.0% | $4,696-14.7% | $2,343+71.0% |
| Participant deferral / active EE | $10,234 | $5,051+102.6% | $6,247+63.8% | $3,332+207.2% |
| Admin fee / account holder | $1,771 | $5,421-67.3% | $9,244-80.8% | $4,645-61.9% |