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 | $51,533 | $43,338+18.9% | $59,887-14.0% | $64,173-19.7% |
| Participation rate | 77.5% | 69.2%+8.3pp | 74.7%+2.8pp | 69.6%+7.9pp |
| Annual return | 1.89% | -1.55%+3.4pp | 3.46%-1.6pp | 7.63%-5.7pp |
| Employer contribution / active EE | $2,237 | $2,030+10.2% | $2,722-17.8% | $2,381-6.1% |
| Participant deferral / active EE | $4,210 | $2,547+65.3% | $3,402+23.8% | $3,470+21.4% |
| Admin fee / account holder | $12,782 | $3,007+325.0% | $3,591+255.9% | $4,887+161.5% |