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 | $212,394 | $165,399+28.4% | $149,745+41.8% | $158,982+33.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.45% | 348.34%-335.9pp | 276.72%-264.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $12,568 | $5,105+146.2% | $4,646+170.5% | $4,763+163.9% |
| Participant deferral / active EE | $11,072 | $7,183+54.2% | $6,843+61.8% | $5,983+85.0% |
| Admin fee / account holder | $36,556 | $10,811+238.1% | $9,312+292.6% | $11,252+224.9% |