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 | $80,066 | $53,777+48.9% | $134,155-40.3% | $79,858+0.3% |
| Participation rate | 88.9% | 58.8%+30.1pp | 72.2%+16.7pp | 69.6%+19.3pp |
| Annual return | 15.82% | 19.01%-3.2pp | 36.34%-20.5pp | 31.72%-15.9pp |
| Employer contribution / active EE | $3,600 | $1,321+172.5% | $3,705-2.8% | $2,471+45.7% |
| Participant deferral / active EE | $5,501 | $2,420+127.3% | $3,500+57.2% | $3,740+47.1% |
| Admin fee / account holder | $3,141 | $3,984-21.2% | $6,685-53.0% | $5,306-40.8% |