Filed September 11, 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 | $111,545 | $58,258+91.5% | $81,820+36.3% | $80,925+37.8% |
| Participation rate | 92.1% | 63.5%+28.6pp | 72.4%+19.7pp | 67.7%+24.4pp |
| Annual return | 15.11% | 41.76%-26.7pp | 777.93%-762.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $4,622 | $2,345+97.0% | $2,915+58.5% | $2,756+67.7% |
| Participant deferral / active EE | $6,654 | $3,284+102.7% | $4,323+53.9% | $4,299+54.8% |
| Admin fee / account holder | $3,736 | $4,976-24.9% | $7,391-49.5% | $6,940-46.2% |