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 | $39,345 | $100,060-60.7% | $149,721-73.7% | $70,126-43.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.36% | 27.46%-11.1pp | 1501.67%-1485.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,227 | $4,982+4.9% | $6,568-20.4% | $3,332+56.9% |
| Admin fee / account holder | $6,001 | $8,285-27.6% | $11,282-46.8% | $4,645+29.2% |