Filed June 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 | $191,273 | $81,504+134.7% | $102,437+86.7% | $80,959+136.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 336.48% | 25.60%+310.9pp | 24.95%+311.5pp | 35.67%+300.8pp |
| Employer contribution / active EE | $16,701 | $3,104+438.1% | $3,871+331.5% | $2,757+505.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,611 | $6,719+28.1% | $8,388+2.7% | $6,925+24.3% |