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 | $138,079 | $110,083+25.4% | $151,628-8.9% | $68,495+101.6% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | 18.41% | -10.12%+28.5pp | 3.34%+15.1pp | -7.84%+26.3pp |
| Employer contribution / active EE | $5,878 | $4,470+31.5% | $6,165-4.6% | $2,596+126.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,829 | $7,718-11.5% | $11,613-41.2% | $5,403+26.4% |