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 | $149,416 | $98,776+51.3% | $149,745-0.2% | $79,856+87.1% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 13.86% | 27.38%-13.5pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,802 | $3,217+18.2% | $4,646-18.2% | $2,471+53.9% |
| Participant deferral / active EE | $10,275 | $5,681+80.9% | $6,843+50.2% | $3,741+174.7% |
| Admin fee / account holder | $18,811 | $6,053+210.8% | $9,312+102.0% | $5,306+254.5% |