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 | $67,460 | $167,522-59.7% | $151,639-55.5% | $134,532-49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.10% | 7.81%-20.9pp | 3.34%-16.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $3,037 | $6,828-55.5% | $6,165-50.7% | $4,741-35.9% |
| Participant deferral / active EE | $9,251 | $8,986+3.0% | $8,363+10.6% | $6,401+44.5% |
| Admin fee / account holder | $32,925 | $13,780+138.9% | $11,613+183.5% | $11,429+188.1% |