Filed April 3, 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 | $156,562 | $114,712+36.5% | $173,730-9.9% | $87,485+79.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 50.89% | 20.18%+30.7pp | 19.96%+30.9pp | 26.06%+24.8pp |
| Employer contribution / active EE | $6,113 | $2,904+110.5% | $4,577+33.6% | $2,596+135.5% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,822 | $10,210-52.8% | $17,523-72.5% | $7,775-38.0% |