Filed January 19, 2023 (most recent of 4 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 | $100,805 | $80,674+25.0% | $119,126-15.4% | $64,340+56.7% |
| Participation rate | 71.3% | 55.2%+16.1pp | 75.8%-4.5pp | 55.2%+16.0pp |
| Annual return | 13.26% | 26.86%-13.6pp | 282.11%-268.8pp | 24.14%-10.9pp |
| Employer contribution / active EE | $1,850 | $2,564-27.9% | $4,034-54.1% | $1,862-0.6% |
| Participant deferral / active EE | $4,665 | $3,053+52.8% | $5,318-12.3% | $2,980+56.5% |
| Admin fee / account holder | $15,277 | $4,559+235.1% | $10,693+42.9% | $3,703+312.6% |