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 | $115,479 | $58,258+98.2% | $81,820+41.1% | $80,925+42.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 20.75% | 41.76%-21.0pp | 777.93%-757.2pp | 35.65%-14.9pp |
| Employer contribution / active EE | $7,950 | $2,345+239.0% | $2,915+172.7% | $2,756+188.4% |
| Participant deferral / active EE | $4,442 | $3,284+35.3% | $4,323+2.8% | $4,299+3.3% |
| Admin fee / account holder | $7,801 | $4,976+56.8% | $7,391+5.6% | $6,940+12.4% |