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 | $43,737 | $160,059-72.7% | $140,019-68.8% | $135,380-67.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.75% | 911.48%-918.2pp | 651.17%-657.9pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,218 | $6,420-65.5% | $5,605-60.4% | $4,779-53.6% |
| Participant deferral / active EE | $6,219 | $7,641-18.6% | $6,927-10.2% | $5,609+10.9% |
| Admin fee / account holder | $4,798 | $13,328-64.0% | $10,705-55.2% | $10,828-55.7% |