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 | $102,031 | $73,978+37.9% | $96,515+5.7% | $75,173+35.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 669.06% | 26.72%+642.3pp | 35.73%+633.3pp | 160.72%+508.3pp |
| Employer contribution / active EE | $9,830 | $2,931+235.4% | $3,740+162.9% | $2,671+268.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,045 | $5,219-22.5% | $6,735-39.9% | $5,651-28.4% |