Filed November 30, 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 | $80,585 | $62,583+28.8% | $76,767+5.0% | $64,173+25.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 8.23% | -1.95%+10.2pp | 2.43%+5.8pp | 7.63%+0.6pp |
| Employer contribution / active EE | $3,947 | $1,832+115.5% | $2,485+58.8% | $2,381+65.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,517 | $4,667-24.6% | $6,675-47.3% | $4,887-28.0% |