Filed March 7, 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 | $161,644 | $71,873+124.9% | $86,698+86.4% | $68,490+136.0% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.3pp |
| Annual return | -0.67% | 3.54%-4.2pp | 35.96%-36.6pp | -7.85%+7.2pp |
| Employer contribution / active EE | $8,155 | $2,173+275.2% | $2,837+187.5% | $2,597+214.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,711 | $6,110+58.9% | $7,492+29.6% | $5,403+79.7% |