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 | $106,524-18.1% | $152,301-42.7% | $87,485-0.3% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 18.79% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $5,002 | $3,371+48.4% | $4,624+8.2% | $2,596+92.7% |
| Participant deferral / active EE | $10,685 | $6,525+63.7% | $8,004+33.5% | $4,274+150.0% |
| Admin fee / account holder | $4,250 | $8,287-48.7% | $14,398-70.5% | $7,775-45.3% |