Filed October 26, 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 | $46,754 | $81,276-42.5% | $155,574-69.9% | $80,925-42.2% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 11.14% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,626 | $3,103-15.4% | $4,676-43.8% | $2,756-4.7% |
| Participant deferral / active EE | $2,484 | $3,453-28.1% | $5,629-55.9% | $4,299-42.2% |
| Admin fee / account holder | $7,233 | $7,993-9.5% | $15,914-54.6% | $6,940+4.2% |