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 | $108,825+43.9% | $156,181+0.2% | $82,448+89.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 50.89% | 20.59%+30.3pp | 64.87%-14.0pp | 41.64%+9.3pp |
| Employer contribution / active EE | $6,113 | $2,870+113.0% | $4,294+42.4% | $2,551+139.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,822 | $9,341-48.4% | $14,586-66.9% | $7,234-33.3% |