Filed June 5, 2023 (most recent of 3 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 | $137,716 | $88,754+55.2% | $81,820+68.3% | $145,877-5.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 12.19% | 1031.77%-1019.6pp | 777.93%-765.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $28,273 | $3,085+816.4% | $2,915+869.9% | $4,663+506.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,741 | $8,424+39.4% | $7,391+58.9% | $13,402-12.4% |