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 | $52,353+315.1% | $120,225+80.8% | $82,448+163.6% |
| Participation rate | 92.0% | 58.3%+33.7pp | 69.6%+22.4pp | 68.1%+23.9pp |
| Annual return | 77.04% | 61.85%+15.2pp | 439.23%-362.2pp | 41.64%+35.4pp |
| Employer contribution / active EE | $13,553 | $1,510+797.5% | $3,475+290.0% | $2,551+431.3% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,238 | $4,363+180.5% | $5,696+114.8% | $7,234+69.2% |