Filed April 14, 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 | $233,406 | $72,177+223.4% | $115,038+102.9% | $59,633+291.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 16.17% | 12.02%+4.1pp | 26.14%-10.0pp | 2041.45%-2025.3pp |
| Employer contribution / active EE | $10,348 | $2,841+264.2% | $4,608+124.6% | $2,203+369.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,173 | $4,927+45.6% | $8,175-12.3% | $4,297+66.9% |