Filed October 7, 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 | $50,378 | $82,678-39.1% | $125,391-59.8% | $68,490-26.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.47% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,401 | $3,382+178.0% | $4,816+95.2% | $2,597+262.0% |
| Participant deferral / active EE | $5,919 | $6,111-3.1% | $7,448-20.5% | $4,028+47.0% |
| Admin fee / account holder | $2,262 | $6,277-64.0% | $10,009-77.4% | $5,403-58.1% |