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 | $76,673 | $56,682+35.3% | - | $135,382-43.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -3.31% | 2615.76%-2619.1pp | - | 519.77%-523.1pp |
| Employer contribution / active EE | $12,275 | $2,734+349.0% | - | $4,779+156.9% |
| Participant deferral / active EE | $24,550 | $3,704+562.8% | - | $5,609+337.7% |
| Admin fee / account holder | $4,627 | $1,580+192.8% | - | $10,829-57.3% |