Filed March 27, 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 | $16,729 | $39,132-57.2% | $57,196-70.8% | $62,881-73.4% |
| Participation rate | 94.1% | 70.5%+23.6pp | 75.3%+18.8pp | 69.3%+24.8pp |
| Annual return | 1.55% | 9.24%-7.7pp | 14.59%-13.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $2,399 | $1,874+28.0% | $2,683-10.6% | $2,281+5.2% |
| Participant deferral / active EE | $2,821 | $2,374+18.8% | $3,096-8.9% | $3,203-11.9% |
| Admin fee / account holder | $3,781 | $2,594+45.8% | $3,141+20.4% | $4,296-12.0% |