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 | $51,184+318.4% | $66,439+222.4% | $86,983+146.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 18.49% | 17.07%+1.4pp | 757.66%-739.2pp | 25.83%-7.3pp |
| Employer contribution / active EE | $9,495 | $2,023+369.4% | $2,637+260.1% | $2,584+267.4% |
| Participant deferral / active EE | $7,244 | $2,927+147.5% | $3,876+86.9% | $4,194+72.7% |
| Admin fee / account holder | $9,794 | $4,154+135.8% | $6,173+58.6% | $7,856+24.7% |