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 | $42,024 | $109,359-61.6% | $162,185-74.1% | $72,976-42.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.83% | 25.46%-3.6pp | 115.61%-93.8pp | 81.02%-59.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,534 | $5,481+1.0% | $7,297-24.2% | $3,608+53.4% |
| Admin fee / account holder | $1,076 | $7,972-86.5% | $10,844-90.1% | $5,124-79.0% |