Filed April 14, 2022 (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 | $186,850 | $102,595+82.1% | $94,057+98.7% | $154,746+20.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 22.57% | 583.42%-560.9pp | 480.62%-458.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $24,525 | $3,147+679.2% | $2,933+736.1% | $4,379+460.0% |
| Participant deferral / active EE | $11,191 | $5,118+118.7% | $4,709+137.6% | $6,730+66.3% |
| Admin fee / account holder | $8,165 | $7,736+5.6% | $7,244+12.7% | $14,365-43.2% |