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 | $172,959 | $198,457-12.8% | $170,435+1.5% | $147,586+17.2% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 12.44% | 257.30%-244.9pp | 205.94%-193.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $3,146 | $6,183-49.1% | $5,432-42.1% | $4,876-35.5% |
| Participant deferral / active EE | $8,854 | $5,629+57.3% | $4,939+79.2% | $5,439+62.8% |
| Admin fee / account holder | $22,886 | $16,852+35.8% | $13,881+64.9% | $10,886+110.2% |