Filed September 11, 2023 (most recent of 2 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 | $213,422 | $61,125+249.2% | $94,057+126.9% | $87,485+144.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 15.03% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $22,480 | $2,136+952.2% | $2,933+666.4% | $2,596+765.9% |
| Participant deferral / active EE | $6,389 | $3,260+96.0% | $4,709+35.7% | $4,274+49.5% |
| Admin fee / account holder | $3,478 | $5,629-38.2% | $7,244-52.0% | $7,775-55.3% |