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 | $154,329 | $54,757+181.8% | $90,300+70.9% | $72,983+111.5% |
| Participation rate | 73.1% | 65.1%+7.9pp | 73.3%-0.2pp | 69.5%+3.6pp |
| Annual return | 16.42% | 30.63%-14.2pp | 78.11%-61.7pp | 81.01%-64.6pp |
| Employer contribution / active EE | $13,908 | $2,092+564.7% | $2,854+387.3% | $2,440+470.0% |
| Participant deferral / active EE | $5,423 | $2,887+87.9% | $3,884+39.6% | $3,608+50.3% |
| Admin fee / account holder | $18,003 | $3,972+353.3% | $5,353+236.3% | $5,124+251.3% |