Filed June 26, 2023
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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 | $217,320 | $56,431+285.1% | $130,788+66.2% | $87,485+148.4% |
| Participation rate | 92.0% | 58.9%+33.1pp | 70.1%+21.9pp | 68.9%+23.1pp |
| Annual return | 77.04% | 91.27%-14.2pp | 386.44%-309.4pp | 26.06%+51.0pp |
| Employer contribution / active EE | $13,553 | $1,549+774.9% | $3,558+280.9% | $2,596+422.0% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,238 | $4,433+176.1% | $6,673+83.4% | $7,775+57.4% |