Filed March 11, 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 | $53,803 | $87,733-38.7% | $106,555-49.5% | $85,847-37.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.77% | 21.86%-8.1pp | 26.80%-13.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $4,432 | $2,073+113.8% | $2,819+57.2% | $2,565+72.7% |
| Participant deferral / active EE | $3,074 | $3,469-11.4% | $4,399-30.1% | $3,952-22.2% |
| Admin fee / account holder | $59,223 | $6,767+775.1% | $7,408+699.5% | $6,261+846.0% |