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 | $83,536 | $88,778-5.9% | $81,844+2.1% | $145,884-42.7% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+1.0pp | 80.3%-7.0pp |
| Annual return | 12.04% | 1033.03%-1021.0pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $4,269 | $3,087+38.3% | $2,916+46.4% | $4,662-8.4% |
| Participant deferral / active EE | $8,224 | $4,648+76.9% | $4,323+90.2% | $6,690+22.9% |
| Admin fee / account holder | $2,160 | $8,430-74.4% | $7,355-70.6% | $13,392-83.9% |