Filed July 20, 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 | $45,756 | $93,598-51.1% | $135,974-66.3% | $75,173-39.1% |
| Participation rate | 79.5% | 75.2%+4.4pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 25.37% | 30.89%-5.5pp | 68.30%-42.9pp | 160.72%-135.3pp |
| Employer contribution / active EE | $1,585 | $3,538-55.2% | $4,859-67.4% | $2,671-40.7% |
| Participant deferral / active EE | $5,642 | $6,405-11.9% | $7,760-27.3% | $4,126+36.7% |
| Admin fee / account holder | $933 | $6,978-86.6% | $10,767-91.3% | $5,651-83.5% |