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 | $180,481 | $217,432-17.0% | $185,849-2.9% | $167,536+7.7% |
| Participation rate | 73.7% | 86.1%-12.4pp | 81.7%-8.0pp | 82.1%-8.4pp |
| Annual return | 28.56% | 148.42%-119.9pp | 122.10%-93.5pp | 478.82%-450.3pp |
| Employer contribution / active EE | $2,457 | $5,875-58.2% | $5,169-52.5% | $4,839-49.2% |
| Participant deferral / active EE | $3,756 | $6,357-40.9% | $5,569-32.6% | $6,342-40.8% |
| Admin fee / account holder | $4,049 | $19,818-79.6% | $16,244-75.1% | $12,315-67.1% |