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 | $197,866 | $108,825+81.8% | $156,181+26.7% | $82,448+140.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.26% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $12,544 | $2,870+337.1% | $4,294+192.1% | $2,551+391.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,153 | $9,341-34.1% | $14,586-57.8% | $7,234-14.9% |