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 | $101,103 | $54,370+86.0% | $82,763+22.2% | $68,490+47.6% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -12.16% | -13.67%+1.5pp | 702.45%-714.6pp | -7.85%-4.3pp |
| Employer contribution / active EE | $7,306 | $2,219+229.2% | $3,008+142.9% | $2,597+181.4% |
| Participant deferral / active EE | $2,391 | $3,247-26.4% | $4,395-45.6% | $4,028-40.6% |
| Admin fee / account holder | $537 | $4,398-87.8% | $5,325-89.9% | $5,403-90.1% |