Filed May 11, 2022 (most recent of 4 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 | $71,029 | $198,456-64.2% | $170,435-58.3% | $147,587-51.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.21% | 257.31%-240.1pp | 205.94%-188.7pp | 578.60%-561.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $36,302 | $5,629+544.9% | $4,939+635.0% | $5,439+567.5% |
| Admin fee / account holder | $18,796 | $16,852+11.5% | $13,881+35.4% | $10,886+72.7% |