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 | $98,725 | $72,492+36.2% | $87,102+13.3% | $72,983+35.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 21.34% | 24.46%-3.1pp | 28.19%-6.8pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,638 | $1,894+39.3% | $2,521+4.6% | $2,440+8.1% |
| Participant deferral / active EE | $5,677 | $3,270+73.6% | $4,048+40.2% | $3,608+57.4% |
| Admin fee / account holder | $20,490 | $5,055+305.3% | $7,491+173.5% | $5,124+299.9% |