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 | $44,684 | $103,000-56.6% | $90,300-50.5% | $152,885-70.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 134.64% | 95.19%+39.4pp | 78.11%+56.5pp | 345.39%-210.8pp |
| Employer contribution / active EE | $4,755 | $3,138+51.5% | $2,854+66.6% | $4,763-0.2% |
| Participant deferral / active EE | $9,811 | $4,281+129.2% | $3,884+152.6% | $5,851+67.7% |
| Admin fee / account holder | $7,278 | $6,173+17.9% | $5,353+36.0% | $11,598-37.2% |