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 | $145,431+3.8% | $211,142-28.5% | $87,485+72.6% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.3%+6.6pp | 68.9%+25.0pp |
| Annual return | 13.59% | 27.21%-13.6pp | 46.84%-33.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $6,039 | $4,662+29.6% | $6,442-6.3% | $2,596+132.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $17,676 | $17,052+3.7% | $19,076-7.3% | $7,775+127.4% |