Filed December 30, 2022 (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 | $125,511 | $58,523+114.5% | $99,470+26.2% | $72,983+72.0% |
| Participation rate | 89.9% | 64.6%+25.2pp | 73.8%+16.0pp | 69.5%+20.4pp |
| Annual return | 25.64% | 28.51%-2.9pp | 30.72%-5.1pp | 81.01%-55.4pp |
| Employer contribution / active EE | $1,031 | $1,512-31.8% | $2,540-59.4% | $2,440-57.8% |
| Participant deferral / active EE | $5,047 | $2,606+93.7% | $3,619+39.5% | $3,608+39.9% |
| Admin fee / account holder | $4,460 | $4,102+8.7% | $6,252-28.7% | $5,124-13.0% |