Filed May 24, 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 | $176,804 | $58,057+204.5% | $97,032+82.2% | $86,983+103.3% |
| Participation rate | 74.2% | 60.4%+13.8pp | 71.6%+2.6pp | 69.5%+4.7pp |
| Annual return | 16.76% | 22.26%-5.5pp | 35.38%-18.6pp | 25.83%-9.1pp |
| Employer contribution / active EE | $3,193 | $1,663+91.9% | $2,629+21.4% | $2,584+23.5% |
| Participant deferral / active EE | $9,507 | $3,244+193.1% | $4,672+103.5% | $4,194+126.7% |
| Admin fee / account holder | $1,377 | $4,839-71.5% | $9,418-85.4% | $7,856-82.5% |