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 | $53,806 | $202,348-73.4% | $172,757-68.9% | $152,914-64.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.99% | 1029.95%-1011.0pp | 803.06%-784.1pp | 345.48%-326.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $30,490 | $5,948+412.6% | $5,198+486.6% | $5,852+421.1% |
| Admin fee / account holder | $25,007 | $17,113+46.1% | $13,956+79.2% | $11,601+115.5% |