Filed December 16, 2022 (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 | $70,507 | $54,757+28.8% | $90,304-21.9% | $72,975-3.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.75% | 30.63%-6.9pp | 78.13%-54.4pp | 81.01%-57.3pp |
| Employer contribution / active EE | $3,331 | $2,093+59.1% | $2,855+16.7% | $2,440+36.5% |
| Participant deferral / active EE | $6,897 | $2,887+138.9% | $3,885+77.5% | $3,608+91.2% |
| Admin fee / account holder | $1,416 | $3,973-64.4% | $5,354-73.6% | $5,124-72.4% |