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 | $29,795 | $77,901-61.8% | $149,717-80.1% | $75,181-60.4% |
| Participation rate | 94.5% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.3pp |
| Annual return | 17.81% | 31.73%-13.9pp | 134.41%-116.6pp | 160.69%-142.9pp |
| Employer contribution / active EE | $2,072 | $3,137-34.0% | $4,820-57.0% | $2,671-22.4% |
| Participant deferral / active EE | $2,202 | $3,411-35.5% | $5,682-61.3% | $4,126-46.6% |
| Admin fee / account holder | $3,126 | $5,949-47.4% | $13,213-76.3% | $5,650-44.7% |