Filed January 5, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $67,574 | $56,197+20.2% | $67,652-0.1% | $59,633+13.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 10.73% | 18508.10%-18497.4pp | 6625.40%-6614.7pp | 2041.45%-2030.7pp |
| Employer contribution / active EE | $4,688 | $1,615+190.3% | $2,266+106.9% | $2,203+112.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,467 | $3,958-62.9% | $4,821-69.6% | $4,297-65.9% |