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 | $47,479+351.1% | $62,929+240.3% | $82,448+159.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 18.49% | 20.34%-1.9pp | 1063.93%-1045.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $9,495 | $1,885+403.6% | $2,505+279.1% | $2,551+272.2% |
| Participant deferral / active EE | $7,244 | $2,870+152.4% | $3,888+86.3% | $4,139+75.0% |
| Admin fee / account holder | $9,794 | $3,804+157.5% | $5,065+93.4% | $7,234+35.4% |