Filed August 29, 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 | $113,342 | $93,617+21.1% | $135,982-16.6% | $75,177+50.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 39.87% | 30.89%+9.0pp | 68.32%-28.5pp | 160.75%-120.9pp |
| Employer contribution / active EE | $10,000 | $3,538+182.6% | $4,859+105.8% | $2,671+274.4% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,874 | $6,980+98.8% | $10,767+28.8% | $5,651+145.5% |