Filed December 21, 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 | $210,024 | $114,013+84.2% | $103,693+102.5% | $155,188+35.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 19.68% | 49.31%-29.6pp | 47.61%-27.9pp | 148.84%-129.2pp |
| Employer contribution / active EE | $15,344 | $3,131+390.0% | $2,920+425.4% | $4,248+261.2% |
| Participant deferral / active EE | $24,719 | $4,970+397.4% | $4,579+439.8% | $6,531+278.5% |
| Admin fee / account holder | $12,668 | $8,407+50.7% | $7,858+61.2% | $14,480-12.5% |