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 | $143,969-50.0% | $199,883-64.0% | $82,637-12.8% |
| Participation rate | 96.6% | 84.1%+12.4pp | 86.8%+9.8pp | 68.1%+28.5pp |
| Annual return | 22.62% | 25.67%-3.1pp | 43.81%-21.2pp | 53.51%-30.9pp |
| Employer contribution / active EE | $12,400 | $4,632+167.7% | $6,261+98.0% | $2,552+385.9% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,059 | $14,597-65.3% | $17,268-70.7% | $7,339-31.1% |