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 | $83,843+20.2% | $123,973-18.7% | $65,306+54.4% |
| Participation rate | 71.3% | 56.0%+15.3pp | 76.7%-5.4pp | 57.7%+13.6pp |
| Annual return | 13.26% | 19.87%-6.6pp | 388.13%-374.9pp | 21.94%-8.7pp |
| Employer contribution / active EE | $1,850 | $2,873-35.6% | $4,126-55.2% | $1,967-6.0% |
| Participant deferral / active EE | $4,665 | $2,997+55.7% | $5,247-11.1% | $2,959+57.6% |
| Admin fee / account holder | $15,277 | $4,735+222.6% | $11,799+29.5% | $3,480+339.0% |