Filed August 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 | $156,740 | $99,011+58.3% | $86,582+81.0% | $147,586+6.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.26% | 1312.75%-1296.5pp | 965.08%-948.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $24,394 | $3,132+678.8% | $2,839+759.1% | $4,876+400.2% |
| Participant deferral / active EE | $10,734 | $3,972+170.2% | $3,609+197.4% | $5,439+97.4% |
| Admin fee / account holder | $14,933 | $5,709+161.6% | $4,904+204.5% | $10,886+37.2% |