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 | $143,969-21.4% | $199,883-43.4% | $82,637+37.0% |
| Participation rate | 96.0% | 84.1%+11.9pp | 86.8%+9.2pp | 68.1%+27.9pp |
| Annual return | 15.13% | 25.67%-10.5pp | 43.81%-28.7pp | 53.51%-38.4pp |
| Employer contribution / active EE | $4,253 | $4,632-8.2% | $6,261-32.1% | $2,552+66.7% |
| Participant deferral / active EE | $9,921 | $6,937+43.0% | $9,138+8.6% | $4,126+140.4% |
| Admin fee / account holder | $1,004 | $14,597-93.1% | $17,268-94.2% | $7,339-86.3% |