Filed March 22, 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 | $212,603 | $181,896+16.9% | $156,551+35.8% | $273,972-22.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.34% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,006 | $6,248-67.9% | $5,501-63.5% | $4,869-58.8% |
| Participant deferral / active EE | $4,224 | $5,550-23.9% | $4,871-13.3% | $5,287-20.1% |
| Admin fee / account holder | $6,094 | $15,560-60.8% | $13,028-53.2% | $10,133-39.9% |