Filed March 22, 2022 (most recent of 5 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 | $230,073 | $106,749+115.5% | $145,433+58.2% | $82,448+179.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.96% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $9,806 | $3,444+184.7% | $4,554+115.3% | $2,551+284.4% |
| Participant deferral / active EE | $10,564 | $6,519+62.1% | $7,897+33.8% | $4,139+155.2% |
| Admin fee / account holder | $13,463 | $8,390+60.5% | $13,129+2.5% | $7,234+86.1% |