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 | $94,065 | $78,428+19.9% | $95,960-2.0% | $79,852+17.8% |
| Participation rate | 74.6% | 73.5%+1.1pp | 77.1%-2.5pp | 69.6%+4.9pp |
| Annual return | 13.51% | 19.37%-5.9pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $2,429 | $1,945+24.9% | $2,541-4.4% | $2,471-1.7% |
| Participant deferral / active EE | $4,551 | $3,440+32.3% | $4,167+9.2% | $3,740+21.7% |
| Admin fee / account holder | $23,390 | $5,622+316.0% | $6,797+244.1% | $5,306+340.8% |