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 | $93,330 | $48,078+94.1% | $78,676+18.6% | $62,881+48.4% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.6%+18.1pp | 69.3%+22.4pp |
| Annual return | 6.55% | 31.36%-24.8pp | 62.19%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,971 | $2,015+146.8% | $2,850+74.4% | $2,281+118.0% |
| Participant deferral / active EE | $4,211 | $2,587+62.8% | $3,517+19.8% | $3,203+31.5% |
| Admin fee / account holder | $6,427 | $3,206+100.5% | $4,510+42.5% | $4,296+49.6% |