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 | $121,140 | $49,249+146.0% | $70,476+71.9% | $79,852+51.7% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 69.6%+28.4pp |
| Annual return | 9.30% | 30.09%-20.8pp | 109.12%-99.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $16,861 | $2,100+702.8% | $2,738+515.8% | $2,471+582.3% |
| Participant deferral / active EE | $6,639 | $2,769+139.8% | $3,710+78.9% | $3,740+77.5% |
| Admin fee / account holder | $8,132 | $2,878+182.6% | $3,847+111.4% | $5,306+53.3% |