Filed March 13, 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 | $151,029 | $146,267+3.3% | $197,124-23.4% | $82,448+83.2% |
| Participation rate | 93.9% | 84.0%+9.9pp | 86.7%+7.2pp | 68.1%+25.9pp |
| Annual return | 13.59% | 29.61%-16.0pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $6,039 | $4,723+27.9% | $6,227-3.0% | $2,551+136.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,676 | $14,422+22.6% | $16,298+8.5% | $7,234+144.3% |