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 | $64,920+228.7% | $103,693+105.8% | $86,983+145.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 15.03% | 30.29%-15.3pp | 47.61%-32.6pp | 25.83%-10.8pp |
| Employer contribution / active EE | $22,480 | $2,141+950.0% | $2,920+669.8% | $2,584+769.8% |
| Participant deferral / active EE | $6,389 | $3,241+97.1% | $4,579+39.5% | $4,194+52.3% |
| Admin fee / account holder | $3,478 | $6,191-43.8% | $7,858-55.7% | $7,856-55.7% |