Filed January 18, 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 | $108,053 | $72,071+49.9% | $68,368+58.0% | $137,256-21.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 15.92% | 353.14%-337.2pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,632 | $2,788+66.2% | $2,649+74.9% | $4,156+11.5% |
| Participant deferral / active EE | $12,409 | $4,410+181.4% | $4,123+201.0% | $6,407+93.7% |
| Admin fee / account holder | $13,917 | $5,336+160.8% | $5,150+170.2% | $12,270+13.4% |