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 | $79,002 | $185,856-57.5% | $170,028-53.5% | $139,456-43.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.12% | 60.52%-43.4pp | 53.39%-36.3pp | 373.45%-356.3pp |
| Employer contribution / active EE | $3,047 | $7,593-59.9% | $6,788-55.1% | $4,753-35.9% |
| Participant deferral / active EE | $10,167 | $11,623-12.5% | $10,409-2.3% | $6,711+51.5% |
| Admin fee / account holder | $9,791 | $15,387-36.4% | $12,820-23.6% | $11,407-14.2% |