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 | $166,280 | $69,977+137.6% | $108,582+53.1% | $62,881+164.4% |
| Participation rate | 98.7% | 72.9%+25.8pp | 79.6%+19.1pp | 69.3%+29.4pp |
| Annual return | 50.63% | 10.73%+39.9pp | -51.70%+102.3pp | 20.14%+30.5pp |
| Employer contribution / active EE | $6,855 | $2,135+221.1% | $3,758+82.4% | $2,281+200.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,845 | $5,076-63.7% | $7,645-75.9% | $4,296-57.1% |