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 | $161,302 | $81,504+97.9% | $102,437+57.5% | $80,959+99.2% |
| Participation rate | 97.0% | 66.9%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 63.58% | 25.60%+38.0pp | 24.95%+38.6pp | 35.67%+27.9pp |
| Employer contribution / active EE | $9,307 | $3,104+199.9% | $3,871+140.4% | $2,757+237.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,222 | $6,719-37.2% | $8,388-49.7% | $6,925-39.0% |