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 | $111,415 | $169,361-34.2% | $129,397-13.9% | $145,877-23.6% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 15.62% | 14395.54%-14379.9pp | 9453.98%-9438.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,963 | $5,542-46.5% | $4,154-28.7% | $4,663-36.5% |
| Participant deferral / active EE | $9,755 | $4,987+95.6% | $4,167+134.1% | $6,691+45.8% |
| Admin fee / account holder | $2,533 | $9,903-74.4% | $7,679-67.0% | $13,402-81.1% |