Filed June 30, 2023 (most recent of 3 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 | $188,748 | $58,391+223.2% | $76,667+146.2% | $72,976+158.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 23.35% | 2306.65%-2283.3pp | 1166.74%-1143.4pp | 81.02%-57.7pp |
| Employer contribution / active EE | $6,542 | $1,787+266.1% | $2,303+184.1% | $2,440+168.1% |
| Participant deferral / active EE | $7,168 | $2,690+166.4% | $3,336+114.9% | $3,608+98.7% |
| Admin fee / account holder | $9,824 | $4,014+144.7% | $6,423+52.9% | $5,124+91.7% |