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 | $70,366+198.5% | $66,674+215.0% | $138,895+51.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 19.68% | 386.41%-366.7pp | 321.24%-301.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $15,344 | $2,765+454.9% | $2,620+485.6% | $4,194+265.8% |
| Participant deferral / active EE | $24,719 | $4,374+465.1% | $4,084+505.3% | $6,396+286.5% |
| Admin fee / account holder | $12,668 | $5,262+140.7% | $5,098+148.5% | $12,562+0.8% |