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 | $81,233-42.4% | $155,567-69.9% | $80,874-42.2% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 11.14% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,626 | $3,101-15.3% | $4,674-43.8% | $2,756-4.7% |
| Participant deferral / active EE | $2,484 | $3,452-28.0% | $5,628-55.9% | $4,297-42.2% |
| Admin fee / account holder | $7,233 | $7,998-9.6% | $15,916-54.6% | $6,935+4.3% |