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 | $103,235 | $201,264-48.7% | $184,185-44.0% | $145,978-29.3% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 10.40% | 29.00%-18.6pp | 28.81%-18.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $4,287 | $7,021-38.9% | $6,426-33.3% | $4,662-8.0% |
| Participant deferral / active EE | $10,585 | $9,806+7.9% | $9,132+15.9% | $6,690+58.2% |
| Admin fee / account holder | $4,185 | $16,376-74.4% | $13,909-69.9% | $13,400-68.8% |