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 | $60,442+192.5% | $96,754+82.7% | $87,485+102.1% |
| Participation rate | 74.2% | 58.7%+15.5pp | 70.3%+3.9pp | 68.9%+5.3pp |
| Annual return | 16.76% | 21.97%-5.2pp | 82.04%-65.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $3,193 | $1,691+88.8% | $2,679+19.2% | $2,596+23.0% |
| Participant deferral / active EE | $9,507 | $3,280+189.8% | $4,758+99.8% | $4,274+122.5% |
| Admin fee / account holder | $1,377 | $5,069-72.8% | $8,905-84.5% | $7,775-82.3% |