Filed December 7, 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 | $41,089 | $39,132+5.0% | $57,196-28.2% | $62,881-34.7% |
| Participation rate | 72.7% | 70.5%+2.2pp | 75.3%-2.6pp | 69.3%+3.4pp |
| Annual return | 24.38% | 9.24%+15.1pp | 14.59%+9.8pp | 20.14%+4.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,971 | $2,374+109.4% | $3,096+60.5% | $3,203+55.2% |
| Admin fee / account holder | $2,482 | $2,594-4.3% | $3,141-21.0% | $4,296-42.2% |