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 | $57,590+207.0% | $86,233+105.0% | $82,448+114.4% |
| Participation rate | 74.2% | 57.9%+16.3pp | 69.0%+5.2pp | 68.1%+6.1pp |
| Annual return | 16.76% | 22.41%-5.7pp | 61.39%-44.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,193 | $1,655+92.9% | $2,504+27.5% | $2,551+25.2% |
| Participant deferral / active EE | $9,507 | $3,080+208.7% | $4,559+108.5% | $4,139+129.7% |
| Admin fee / account holder | $1,377 | $4,730-70.9% | $8,342-83.5% | $7,234-81.0% |