Filed March 8, 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 | $22,832 | $40,275-43.3% | $57,356-60.2% | $59,633-61.7% |
| Participation rate | 96.8% | 69.1%+27.6pp | 75.1%+21.7pp | 68.7%+28.1pp |
| Annual return | -1.43% | 27.52%-29.0pp | 24.41%-25.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,950 | $1,921+53.5% | $2,689+9.7% | $2,203+33.9% |
| Participant deferral / active EE | $3,882 | $2,400+61.7% | $3,162+22.8% | $3,192+21.6% |
| Admin fee / account holder | $471 | $2,820-83.3% | $3,357-86.0% | $4,297-89.0% |