Filed December 14, 2022
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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 | $8,834 | $92,743-90.5% | $82,744-89.3% | $134,532-93.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.74% | 946.63%-957.4pp | 702.22%-713.0pp | 418.27%-429.0pp |
| Employer contribution / active EE | $1,933 | $3,273-40.9% | $3,008-35.7% | $4,741-59.2% |
| Participant deferral / active EE | $1,747 | $4,802-63.6% | $4,395-60.2% | $6,401-72.7% |
| Admin fee / account holder | $16,695 | $5,977+179.3% | $5,325+213.5% | $11,429+46.1% |