Filed October 6, 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 | $214,172 | $50,554+323.7% | $67,681+216.4% | $87,485+144.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 18.49% | 17.81%+0.7pp | 590.58%-572.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $9,495 | $1,988+377.5% | $2,678+254.5% | $2,596+265.7% |
| Participant deferral / active EE | $7,244 | $2,961+144.6% | $3,976+82.2% | $4,274+69.5% |
| Admin fee / account holder | $9,794 | $4,132+137.0% | $6,100+60.6% | $7,775+26.0% |