Filed September 5, 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 | $41,298 | $53,841-23.3% | $75,731-45.5% | $85,851-51.9% |
| Participation rate | 87.9% | 69.0%+18.8pp | 74.8%+13.0pp | 69.3%+18.6pp |
| Annual return | 14.83% | 24.54%-9.7pp | 104.65%-89.8pp | 318.63%-303.8pp |
| Employer contribution / active EE | $926 | $2,017-54.1% | $2,743-66.2% | $2,565-63.9% |
| Participant deferral / active EE | $1,626 | $2,895-43.8% | $3,820-57.4% | $3,952-58.8% |
| Admin fee / account holder | $2,158 | $3,340-35.4% | $3,620-40.4% | $6,261-65.5% |