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 | $80,303 | $54,763+46.6% | $90,324-11.1% | $72,976+10.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.51% | 30.63%-14.1pp | 78.15%-61.6pp | 81.02%-64.5pp |
| Employer contribution / active EE | $6,591 | $2,093+214.8% | $2,856+130.8% | $2,440+170.1% |
| Participant deferral / active EE | $2,247 | $2,887-22.2% | $3,885-42.2% | $3,608-37.7% |
| Admin fee / account holder | $463 | $3,973-88.4% | $5,356-91.4% | $5,124-91.0% |