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 | $141,461 | $58,234+142.9% | $81,783+73.0% | $80,874+74.9% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.4%+13.4pp | 67.6%+18.1pp |
| Annual return | 22.33% | 41.70%-19.4pp | 775.05%-752.7pp | 35.62%-13.3pp |
| Employer contribution / active EE | $5,211 | $2,341+122.5% | $2,913+78.9% | $2,756+89.1% |
| Participant deferral / active EE | $6,630 | $3,283+102.0% | $4,320+53.4% | $4,297+54.3% |
| Admin fee / account holder | $17,713 | $4,982+255.6% | $7,380+140.0% | $6,935+155.4% |