Filed February 8, 2023
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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 | $116,079 | $48,078+141.4% | $78,676+47.5% | $62,881+84.6% |
| Participation rate | 96.6% | 65.2%+31.3pp | 73.6%+23.0pp | 69.3%+27.2pp |
| Annual return | 5.03% | 31.36%-26.3pp | 62.19%-57.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $4,811 | $2,015+138.8% | $2,850+68.8% | $2,281+110.9% |
| Participant deferral / active EE | $3,169 | $2,587+22.5% | $3,517-9.9% | $3,203-1.1% |
| Admin fee / account holder | $1,615 | $3,206-49.6% | $4,510-64.2% | $4,296-62.4% |