Filed May 26, 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 | $115,000 | $95,404+20.5% | $113,397+1.4% | $82,637+39.2% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.5%+21.6pp | 68.1%+30.0pp |
| Annual return | 160.11% | 19.08%+141.0pp | 23.20%+136.9pp | 53.51%+106.6pp |
| Employer contribution / active EE | $3,386 | $2,307+46.8% | $2,977+13.7% | $2,552+32.7% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,703 | $9,168-70.5% | $11,957-77.4% | $7,339-63.2% |