Filed August 29, 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 | $40,400 | $87,834-54.0% | $133,975-69.8% | $62,881-35.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 87.1%-1.4pp | 69.3%+16.4pp |
| Annual return | 9.93% | 12.05%-2.1pp | 29.29%-19.4pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,067 | $4,812+5.3% | $6,282-19.3% | $3,203+58.2% |
| Admin fee / account holder | $967 | $5,372-82.0% | $9,324-89.6% | $4,296-77.5% |