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 | $94,225 | $99,011-4.8% | $86,582+8.8% | $147,586-36.2% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 12.54% | 1312.75%-1300.2pp | 965.08%-952.5pp | 578.59%-566.1pp |
| Employer contribution / active EE | $5,999 | $3,132+91.5% | $2,839+111.3% | $4,876+23.0% |
| Participant deferral / active EE | $4,283 | $3,972+7.8% | $3,609+18.7% | $5,439-21.3% |
| Admin fee / account holder | $41,251 | $5,709+622.6% | $4,904+741.2% | $10,886+278.9% |