Filed May 10, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,643 | $59,839+28.1% | $81,991-6.5% | $79,852-4.0% |
| Participation rate | 83.6% | 61.6%+22.0pp | 69.3%+14.4pp | 69.6%+14.0pp |
| Annual return | 16.28% | 17.56%-1.3pp | 41.31%-25.0pp | 31.72%-15.4pp |
| Employer contribution / active EE | $2,348 | $1,713+37.0% | $2,498-6.0% | $2,471-5.0% |
| Participant deferral / active EE | $4,479 | $2,695+66.2% | $3,722+20.3% | $3,740+19.7% |
| Admin fee / account holder | $2,754 | $4,287-35.8% | $5,665-51.4% | $5,306-48.1% |