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 | $84,102 | $152,591-44.9% | $117,529-28.4% | $134,545-37.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 71.61% | 53.04%+18.6pp | 29.77%+41.8pp | 418.37%-346.8pp |
| Employer contribution / active EE | $3,894 | $5,576-30.2% | $4,179-6.8% | $4,742-17.9% |
| Participant deferral / active EE | $12,851 | $4,821+166.6% | $4,072+215.6% | $6,401+100.8% |
| Admin fee / account holder | $5,133 | $7,004-26.7% | $5,645-9.1% | $11,431-55.1% |