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 | $93,476 | $175,269-46.7% | $149,740-37.6% | $139,500-33.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.57% | 166.87%-152.3pp | 134.51%-119.9pp | 373.99%-359.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $24,886 | $6,522+281.6% | $5,683+337.9% | $6,713+270.7% |
| Admin fee / account holder | $18,728 | $16,167+15.8% | $13,222+41.6% | $11,410+64.1% |