Filed November 6, 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 | $155,828 | $234,190-33.5% | $180,320-13.6% | $198,609-21.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 14.97% | 1057.44%-1042.5pp | 778.54%-763.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $3,899 | $5,258-25.8% | $4,108-5.1% | $5,055-22.9% |
| Participant deferral / active EE | $13,641 | $4,988+173.4% | $4,304+216.9% | $6,977+95.5% |
| Admin fee / account holder | $1,838 | $12,558-85.4% | $10,000-81.6% | $19,030-90.3% |