Filed March 2, 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 | $236,511 | $134,001+76.5% | $112,258+110.7% | $134,509+75.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.47% | 47.15%-65.6pp | 27.47%-45.9pp | 418.13%-436.6pp |
| Employer contribution / active EE | $16,327 | $4,039+304.2% | $3,636+349.1% | $4,741+244.4% |
| Participant deferral / active EE | $8,024 | $5,291+51.6% | $4,728+69.7% | $6,400+25.4% |
| Admin fee / account holder | $36,557 | $7,491+388.0% | $6,411+470.2% | $11,427+219.9% |