Filed April 28, 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 | $120,103 | $65,704+82.8% | $94,229+27.5% | $59,633+101.4% |
| Participation rate | 98.5% | 72.1%+26.4pp | 78.8%+19.7pp | 68.7%+29.8pp |
| Annual return | 4.08% | 5.22%-1.1pp | 10.68%-6.6pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $6,474 | $2,021+220.4% | $3,587+80.5% | $2,203+193.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $997 | $4,265-76.6% | $6,269-84.1% | $4,297-76.8% |