Filed November 14, 2022
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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 | $113,201 | $146,267-22.6% | $197,124-42.6% | $82,448+37.3% |
| Participation rate | 96.0% | 84.0%+12.0pp | 86.7%+9.3pp | 68.1%+27.9pp |
| Annual return | 15.13% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,253 | $4,723-10.0% | $6,227-31.7% | $2,551+66.7% |
| Participant deferral / active EE | $9,921 | $7,035+41.0% | $9,135+8.6% | $4,139+139.7% |
| Admin fee / account holder | $1,004 | $14,422-93.0% | $16,298-93.8% | $7,234-86.1% |