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 | $114,504 | $65,434+75.0% | $98,483+16.3% | $85,847+33.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.98% | 21.75%-8.8pp | 1494.38%-1481.4pp | 318.61%-305.6pp |
| Employer contribution / active EE | $8,288 | $2,169+282.2% | $2,961+179.9% | $2,565+223.1% |
| Participant deferral / active EE | $2,677 | $3,168-15.5% | $4,276-37.4% | $3,952-32.3% |
| Admin fee / account holder | $4,416 | $4,595-3.9% | $5,953-25.8% | $6,261-29.5% |