Filed November 7, 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 | $25,260 | $73,848-65.8% | $143,799-82.4% | $68,486-63.1% |
| Participation rate | 95.9% | 66.7%+29.3pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -11.64% | 0.91%-12.6pp | -0.04%-11.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,834 | $3,184-11.0% | $4,952-42.8% | $2,597+9.1% |
| Participant deferral / active EE | $4,571 | $3,385+35.1% | $5,638-18.9% | $4,028+13.5% |
| Admin fee / account holder | $7,728 | $5,755+34.3% | $14,677-47.3% | $5,404+43.0% |