Filed February 16, 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 | $72,040 | $146,267-50.7% | $197,124-63.5% | $82,448-12.6% |
| Participation rate | 96.6% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.5pp |
| Annual return | 22.62% | 29.61%-7.0pp | 44.34%-21.7pp | 41.64%-19.0pp |
| Employer contribution / active EE | $12,400 | $4,723+162.5% | $6,227+99.1% | $2,551+386.1% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,059 | $14,422-64.9% | $16,298-69.0% | $7,234-30.1% |