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 | $94,987 | $49,177+93.2% | $79,467+19.5% | $64,173+48.0% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.6%+25.6pp |
| Annual return | -6.24% | -1.16%-5.1pp | 718.30%-724.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,325 | $2,076+156.4% | $2,800+90.1% | $2,381+123.6% |
| Participant deferral / active EE | $5,398 | $2,821+91.3% | $3,704+45.7% | $3,470+55.6% |
| Admin fee / account holder | $2,931 | $3,839-23.7% | $5,104-42.6% | $4,887-40.0% |