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 | $35,111 | $45,050-22.1% | $63,018-44.3% | $70,126-49.9% |
| Participation rate | 98.6% | 69.5%+29.1pp | 74.8%+23.8pp | 69.5%+29.1pp |
| Annual return | 16.75% | 18.76%-2.0pp | 87.62%-70.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $3,754 | $2,052+82.9% | $2,761+36.0% | $2,343+60.2% |
| Participant deferral / active EE | $5,546 | $2,466+125.0% | $3,330+66.6% | $3,332+66.5% |
| Admin fee / account holder | $2,756 | $2,834-2.7% | $3,601-23.5% | $4,645-40.7% |