Filed September 11, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $51,638+313.3% | $68,368+212.2% | $82,448+158.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.03% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $22,480 | $2,047+998.5% | $2,649+748.7% | $2,551+781.3% |
| Participant deferral / active EE | $6,389 | $2,914+119.3% | $4,123+55.0% | $4,139+54.3% |
| Admin fee / account holder | $3,478 | $4,643-25.1% | $5,150-32.5% | $7,234-51.9% |