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 | $44,367 | $125,797-64.7% | $170,043-73.9% | $75,173-41.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 19.49% | 27.20%-7.7pp | 53.40%-33.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,481 | $6,838-19.8% | $10,410-47.4% | $4,126+32.8% |
| Admin fee / account holder | $4,332 | $8,177-47.0% | $12,824-66.2% | $5,651-23.3% |