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 | $106,524+116.0% | $152,301+51.1% | $87,485+163.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.96% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $9,806 | $3,371+190.9% | $4,624+112.1% | $2,596+277.7% |
| Participant deferral / active EE | $10,564 | $6,525+61.9% | $8,004+32.0% | $4,274+147.2% |
| Admin fee / account holder | $13,463 | $8,287+62.5% | $14,398-6.5% | $7,775+73.2% |