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 | $193,853 | $148,623+30.4% | $135,974+42.6% | $139,466+39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.90% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $8,613 | $5,246+64.2% | $4,859+77.3% | $4,754+81.2% |
| Participant deferral / active EE | $10,725 | $8,103+32.4% | $7,760+38.2% | $6,712+59.8% |
| Admin fee / account holder | $34,599 | $12,406+178.9% | $10,767+221.4% | $11,409+203.3% |