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 | $95,608 | $60,349+58.4% | $74,184+28.9% | $62,881+52.0% |
| Participation rate | 72.5% | 72.7%-0.2pp | 76.6%-4.1pp | 69.3%+3.2pp |
| Annual return | 7.84% | 21.38%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,397 | $1,680+42.6% | $2,370+1.1% | $2,281+5.1% |
| Participant deferral / active EE | $5,527 | $2,856+93.5% | $3,550+55.7% | $3,203+72.6% |
| Admin fee / account holder | $20,797 | $4,261+388.1% | $5,586+272.3% | $4,296+384.1% |