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 | $92,812 | $45,152+105.6% | $73,836+25.7% | $59,633+55.6% |
| Participation rate | 97.3% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.6pp |
| Annual return | 2.06% | 27.40%-25.3pp | 2268.06%-2266.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $5,741 | $1,901+202.0% | $2,787+106.0% | $2,203+160.7% |
| Participant deferral / active EE | $4,171 | $2,573+62.1% | $3,583+16.4% | $3,192+30.7% |
| Admin fee / account holder | $8,100 | $3,515+130.5% | $4,882+65.9% | $4,297+88.5% |