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 | $190,379 | $105,210+81.0% | $159,487+19.4% | $85,851+121.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.91% | 45.08%-20.2pp | 263.71%-238.8pp | 318.63%-293.7pp |
| Employer contribution / active EE | $3,646 | $3,319+9.9% | $4,831-24.5% | $2,565+42.1% |
| Participant deferral / active EE | $11,058 | $5,946+86.0% | $7,354+50.4% | $3,952+179.8% |
| Admin fee / account holder | $10,199 | $6,934+47.1% | $10,804-5.6% | $6,261+62.9% |