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 | $93,589-51.1% | $135,942-66.3% | $75,181-39.1% |
| Participation rate | 79.5% | 75.2%+4.4pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 25.37% | 30.90%-5.5pp | 68.28%-42.9pp | 160.69%-135.3pp |
| Employer contribution / active EE | $1,585 | $3,537-55.2% | $4,858-67.4% | $2,671-40.7% |
| Participant deferral / active EE | $5,642 | $6,405-11.9% | $7,759-27.3% | $4,126+36.7% |
| Admin fee / account holder | $933 | $6,977-86.6% | $10,764-91.3% | $5,650-83.5% |