Filed November 15, 2023
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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 | $55,965 | $39,132+43.0% | $57,196-2.2% | $62,881-11.0% |
| Participation rate | 94.4% | 70.5%+23.9pp | 75.3%+19.0pp | 69.3%+25.1pp |
| Annual return | 6.45% | 9.24%-2.8pp | 14.59%-8.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,367 | $1,874+26.3% | $2,683-11.8% | $2,281+3.8% |
| Participant deferral / active EE | $3,899 | $2,374+64.2% | $3,096+25.9% | $3,203+21.7% |
| Admin fee / account holder | $5,938 | $2,594+128.9% | $3,141+89.1% | $4,296+38.2% |