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 | $40,263-43.3% | $57,347-60.2% | $59,632-61.7% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 68.7%+28.1pp |
| Annual return | -1.43% | 27.50%-28.9pp | 24.40%-25.8pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $2,950 | $1,922+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 | $2,819-83.3% | $3,356-86.0% | $4,297-89.0% |