Filed May 3, 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 | $30,930 | $60,349-48.7% | $74,184-58.3% | $62,881-50.8% |
| Participation rate | 97.9% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 5.82% | 21.38%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,552 | $1,680+51.9% | $2,370+7.7% | $2,281+11.9% |
| Participant deferral / active EE | $1,513 | $2,856-47.0% | $3,550-57.4% | $3,203-52.8% |
| Admin fee / account holder | $13,567 | $4,261+218.4% | $5,586+142.9% | $4,296+215.8% |