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 | $150,891 | $65,440+130.6% | $98,506+53.2% | $85,851+75.8% |
| Participation rate | 85.4% | 65.0%+20.4pp | 73.3%+12.1pp | 69.3%+16.1pp |
| Annual return | 19.23% | 21.75%-2.5pp | 1494.92%-1475.7pp | 318.63%-299.4pp |
| Employer contribution / active EE | $5,579 | $2,169+157.2% | $2,961+88.4% | $2,565+117.4% |
| Participant deferral / active EE | $6,323 | $3,168+99.6% | $4,277+47.8% | $3,952+60.0% |
| Admin fee / account holder | $4,041 | $4,596-12.1% | $5,955-32.1% | $6,261-35.5% |