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 | $56,116+287.3% | $135,768+60.1% | $86,983+149.8% |
| Participation rate | 92.0% | 60.1%+31.9pp | 71.1%+20.9pp | 69.5%+22.5pp |
| Annual return | 77.04% | 125.33%-48.3pp | 526.10%-449.1pp | 25.83%+51.2pp |
| Employer contribution / active EE | $13,553 | $1,528+787.1% | $3,394+299.3% | $2,584+424.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $12,238 | $4,314+183.7% | $7,048+73.6% | $7,856+55.8% |