Filed October 3, 2022
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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 | $117,273 | $123,793-5.3% | $177,848-34.1% | $79,856+46.9% |
| Participation rate | 78.6% | 84.7%-6.1pp | 87.7%-9.1pp | 69.6%+8.9pp |
| Annual return | 2749.25% | 22.82%+2726.4pp | 48.33%+2700.9pp | 31.71%+2717.5pp |
| Employer contribution / active EE | $1,710 | $4,095-58.2% | $5,919-71.1% | $2,471-30.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $813 | $7,243-88.8% | $12,431-93.5% | $5,306-84.7% |