Filed March 6, 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 | $228,772 | $227,399+0.6% | $189,758+20.6% | $198,609+15.2% |
| Participation rate | 93.8% | 84.0%+9.7pp | 79.8%+14.0pp | 82.4%+11.4pp |
| Annual return | 9.74% | 61.03%-51.3pp | 52.62%-42.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $4,491 | $5,526-18.7% | $4,767-5.8% | $5,055-11.2% |
| Participant deferral / active EE | $8,825 | $6,837+29.1% | $5,856+50.7% | $6,977+26.5% |
| Admin fee / account holder | $49,869 | $25,162+98.2% | $20,388+144.6% | $19,030+162.0% |