Filed June 30, 2023 (most recent of 3 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 | $166,883 | $56,544+195.1% | $75,501+121.0% | $70,126+138.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 18.41% | 23.59%-5.2pp | 27.35%-8.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $6,639 | $1,817+265.5% | $2,352+182.3% | $2,343+183.4% |
| Participant deferral / active EE | $5,729 | $2,580+122.1% | $3,142+82.3% | $3,332+71.9% |
| Admin fee / account holder | $4,443 | $3,827+16.1% | $5,801-23.4% | $4,645-4.4% |