Filed January 6, 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 | $33,597 | $138,102-75.7% | $125,381-73.2% | $134,532-75.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.70% | 750.73%-750.0pp | 572.31%-571.6pp | 418.27%-417.6pp |
| Employer contribution / active EE | $2,082 | $5,245-60.3% | $4,815-56.8% | $4,741-56.1% |
| Participant deferral / active EE | $9,104 | $7,801+16.7% | $7,448+22.2% | $6,401+42.2% |
| Admin fee / account holder | $4,758 | $11,568-58.9% | $10,007-52.4% | $11,429-58.4% |