Filed September 11, 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 | $167,899 | $51,638+225.1% | $68,368+145.6% | $82,448+103.6% |
| Participation rate | 98.0% | 63.6%+34.3pp | 73.8%+24.2pp | 68.1%+29.9pp |
| Annual return | 36.12% | 37.53%-1.4pp | 292.57%-256.5pp | 41.64%-5.5pp |
| Employer contribution / active EE | $5,998 | $2,047+193.1% | $2,649+126.4% | $2,551+135.1% |
| Participant deferral / active EE | $9,125 | $2,914+213.2% | $4,123+121.3% | $4,139+120.5% |
| Admin fee / account holder | $22,517 | $4,643+384.9% | $5,150+337.2% | $7,234+211.3% |