Filed January 16, 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 | $38,327 | $82,678-53.6% | $125,391-69.4% | $68,490-44.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 16.03% | -5.97%+22.0pp | 572.41%-556.4pp | -7.85%+23.9pp |
| Employer contribution / active EE | $13,274 | $3,382+292.5% | $4,816+175.6% | $2,597+411.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $24,050 | $6,277+283.1% | $10,009+140.3% | $5,403+345.1% |