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 | $79,741 | $90,486-11.9% | $78,676+1.4% | $273,972-70.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.15% | 75.62%-70.5pp | 62.19%-57.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,644 | $3,175+46.3% | $2,850+62.9% | $4,869-4.6% |
| Participant deferral / active EE | $9,288 | $3,901+138.1% | $3,517+164.1% | $5,287+75.7% |
| Admin fee / account holder | $2,857 | $5,263-45.7% | $4,510-36.6% | $10,133-71.8% |