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 | $162,529-4.1% | $130,788+19.1% | $154,746+0.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.97% | 510.48%-495.5pp | 386.44%-371.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,899 | $4,447-12.3% | $3,558+9.6% | $4,379-11.0% |
| Participant deferral / active EE | $13,641 | $4,808+183.7% | $4,137+229.7% | $6,730+102.7% |
| Admin fee / account holder | $1,838 | $7,669-76.0% | $6,673-72.5% | $14,365-87.2% |