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 | $145,431-22.2% | $211,142-46.4% | $87,485+29.4% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.3%+8.7pp | 68.9%+27.1pp |
| Annual return | 15.13% | 27.21%-12.1pp | 46.84%-31.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $4,253 | $4,662-8.8% | $6,442-34.0% | $2,596+63.8% |
| Participant deferral / active EE | $9,921 | $6,859+44.6% | $9,284+6.9% | $4,274+132.1% |
| Admin fee / account holder | $1,004 | $17,052-94.1% | $19,076-94.7% | $7,775-87.1% |