Filed December 20, 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 | $74,361 | $110,337-32.6% | $102,383-27.4% | $145,877-49.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 12.85% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $16,485 | $4,216+291.0% | $3,870+325.9% | $4,663+253.5% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,594 | $9,750-83.6% | $8,391-81.0% | $13,402-88.1% |