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 | $126,402 | $60,139+110.2% | $90,461+39.7% | $79,856+58.3% |
| Participation rate | 89.8% | 65.0%+24.8pp | 72.7%+17.1pp | 69.6%+20.2pp |
| Annual return | 18.59% | 71.96%-53.4pp | 1294.76%-1276.2pp | 31.71%-13.1pp |
| Employer contribution / active EE | $4,918 | $2,069+137.7% | $3,264+50.7% | $2,471+99.0% |
| Participant deferral / active EE | $5,652 | $2,939+92.3% | $3,964+42.6% | $3,741+51.1% |
| Admin fee / account holder | $7,626 | $3,978+91.7% | $5,617+35.8% | $5,306+43.7% |