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 | $109,853 | $54,757+100.6% | $90,304+21.6% | $72,975+50.5% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 25.37% | 30.63%-5.3pp | 78.13%-52.8pp | 81.01%-55.6pp |
| Employer contribution / active EE | $3,901 | $2,093+86.3% | $2,855+36.6% | $2,440+59.9% |
| Participant deferral / active EE | $4,168 | $2,887+44.4% | $3,885+7.3% | $3,608+15.5% |
| Admin fee / account holder | $1,815 | $3,973-54.3% | $5,354-66.1% | $5,124-64.6% |