Filed August 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 | $127,339 | $67,602+88.4% | $82,312+54.7% | $70,126+81.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.46% | 21.57%+2.9pp | 25.88%-1.4pp | 73.15%-48.7pp |
| Employer contribution / active EE | $14,581 | $1,755+730.9% | $2,428+500.5% | $2,343+522.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,047 | $4,512+78.4% | $5,608+43.5% | $4,645+73.2% |