Filed January 19, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $105,491 | $83,369+26.5% | $105,223+0.3% | $67,986+55.2% |
| Participation rate | 75.0% | 56.3%+18.7pp | 75.0%0pp | 57.2%+17.8pp |
| Annual return | 14.61% | 24.64%-10.0pp | 180.65%-166.0pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,358 | $2,541-46.6% | $3,689-63.2% | $2,019-32.7% |
| Participant deferral / active EE | $3,436 | $3,295+4.3% | $5,072-32.3% | $3,358+2.3% |
| Admin fee / account holder | $5,737 | $4,073+40.9% | $8,859-35.2% | $3,203+79.1% |