Filed September 18, 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 | $47,859 | $43,730+9.4% | $121,220-60.5% | $64,173-25.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -4.30% | 68.94%-73.2pp | 16.94%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,451 | $1,297+166.1% | $4,023-14.2% | $2,381+45.0% |
| Participant deferral / active EE | $4,759 | $2,281+108.7% | $3,345+42.3% | $3,470+37.2% |
| Admin fee / account holder | $4,920 | $3,502+40.5% | $5,021-2.0% | $4,887+0.7% |