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 | $103,429 | $60,139+72.0% | $90,461+14.3% | $79,856+29.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.80% | 71.96%-57.2pp | 1294.76%-1280.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $6,695 | $2,069+223.6% | $3,264+105.1% | $2,471+170.9% |
| Participant deferral / active EE | $2,207 | $2,939-24.9% | $3,964-44.3% | $3,741-41.0% |
| Admin fee / account holder | $957 | $3,978-75.9% | $5,617-83.0% | $5,306-82.0% |