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 | $72,071+191.4% | $68,368+207.2% | $137,256+53.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 19.68% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $15,344 | $2,788+450.4% | $2,649+479.2% | $4,156+269.2% |
| Participant deferral / active EE | $24,719 | $4,410+460.5% | $4,123+499.6% | $6,407+285.8% |
| Admin fee / account holder | $12,668 | $5,336+137.4% | $5,150+146.0% | $12,270+3.2% |