Filed May 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 | $163,234 | $101,778+60.4% | $164,975-1.1% | $80,925+101.7% |
| Participation rate | 98.6% | 71.8%+26.8pp | 78.6%+20.0pp | 67.7%+30.9pp |
| Annual return | 79.64% | 16.73%+62.9pp | 70.12%+9.5pp | 35.65%+44.0pp |
| Employer contribution / active EE | $12,791 | $2,954+333.0% | $4,343+194.5% | $2,756+364.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,000 | $8,221-27.0% | $12,688-52.7% | $6,940-13.5% |