Filed October 12, 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 | $85,020 | $61,125+39.1% | $94,057-9.6% | $87,485-2.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 15.47% | 35.20%-19.7pp | 480.62%-465.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,104 | $3,260+179.2% | $4,709+93.3% | $4,274+113.0% |
| Admin fee / account holder | $1,278 | $5,629-77.3% | $7,244-82.4% | $7,775-83.6% |