Filed January 4, 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 | $39,278 | $138,075-71.6% | $123,552-68.2% | $135,379-71.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.09% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $1,477 | $5,152-71.3% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $7,925 | $6,800+16.5% | $6,426+23.3% | $5,609+41.3% |
| Admin fee / account holder | $470 | $10,917-95.7% | $9,285-94.9% | $10,828-95.7% |