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 | $79,367 | $54,355+46.0% | $82,744-4.1% | $68,486+15.9% |
| Participation rate | 90.6% | 63.9%+26.7pp | 72.6%+18.1pp | 67.9%+22.7pp |
| Annual return | -18.21% | -13.67%-4.5pp | 702.22%-720.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $4,693 | $2,219+111.5% | $3,008+56.0% | $2,597+80.7% |
| Participant deferral / active EE | $5,418 | $3,246+66.9% | $4,395+23.3% | $4,028+34.5% |
| Admin fee / account holder | $14,437 | $4,397+228.4% | $5,325+171.1% | $5,404+167.2% |