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 | $58,563 | $67,602-13.4% | $82,312-28.9% | $70,126-16.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.90% | 21.57%-6.7pp | 25.88%-11.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,618 | $1,755+49.2% | $2,428+7.8% | $2,343+11.8% |
| Participant deferral / active EE | $2,610 | $2,987-12.6% | $3,706-29.6% | $3,332-21.7% |
| Admin fee / account holder | $1,095 | $4,512-75.7% | $5,608-80.5% | $4,645-76.4% |