Filed January 5, 2023 (most recent of 2 filings on file)
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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 | $76,645 | $86,938-11.8% | $102,423-25.2% | $80,925-5.3% |
| Participation rate | 98.2% | 72.4%+25.9pp | 76.5%+21.7pp | 67.7%+30.6pp |
| Annual return | 10.69% | 18.89%-8.2pp | 29.42%-18.7pp | 35.65%-25.0pp |
| Employer contribution / active EE | $3,453 | $2,369+45.7% | $3,023+14.2% | $2,756+25.3% |
| Participant deferral / active EE | $6,005 | $4,120+45.7% | $5,054+18.8% | $4,299+39.7% |
| Admin fee / account holder | $15,045 | $8,053+86.8% | $9,455+59.1% | $6,940+116.8% |