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 | $246,686 | $176,105+40.1% | $159,474+54.7% | $167,536+47.2% |
| Participation rate | 95.2% | 85.0%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 12.42% | 331.91%-319.5pp | 263.68%-251.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $9,000 | $5,299+69.8% | $4,831+86.3% | $4,839+86.0% |
| Participant deferral / active EE | $9,912 | $7,751+27.9% | $7,353+34.8% | $6,342+56.3% |
| Admin fee / account holder | $11,094 | $12,559-11.7% | $10,802+2.7% | $12,315-9.9% |