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 | $58,275+142.7% | $81,844+72.8% | $80,935+74.8% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.1pp |
| Annual return | 22.33% | 41.82%-19.5pp | 778.87%-756.5pp | 35.66%-13.3pp |
| Employer contribution / active EE | $5,211 | $2,346+122.1% | $2,916+78.7% | $2,757+89.0% |
| Participant deferral / active EE | $6,630 | $3,285+101.8% | $4,323+53.3% | $4,299+54.2% |
| Admin fee / account holder | $17,713 | $4,749+273.0% | $7,355+140.8% | $6,924+155.8% |