Filed October 10, 2022 (most recent of 5 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 | $87,200 | $99,875-12.7% | $146,866-40.6% | $86,983+0.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 18.79% | 28.10%-9.3pp | 102.85%-84.1pp | 25.83%-7.0pp |
| Employer contribution / active EE | $5,002 | $3,224+55.1% | $4,425+13.0% | $2,584+93.5% |
| Participant deferral / active EE | $10,685 | $6,322+69.0% | $7,759+37.7% | $4,194+154.8% |
| Admin fee / account holder | $4,250 | $7,838-45.8% | $13,620-68.8% | $7,856-45.9% |