Filed February 7, 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 | $65,205 | $45,152+44.4% | $73,836-11.7% | $59,633+9.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.42% | 27.40%-26.0pp | 2268.06%-2266.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $3,600 | $1,901+89.3% | $2,787+29.1% | $2,203+63.4% |
| Participant deferral / active EE | $1,258 | $2,573-51.1% | $3,583-64.9% | $3,192-60.6% |
| Admin fee / account holder | $315 | $3,515-91.0% | $4,882-93.5% | $4,297-92.7% |