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 | $64,102 | $63,346+1.2% | $92,240-30.5% | $70,126-8.6% |
| Participation rate | 73.6% | 68.7%+4.9pp | 76.5%-2.9pp | 69.5%+4.1pp |
| Annual return | 15.04% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,608 | $2,471-34.9% | $3,680-56.3% | $2,343-31.4% |
| Participant deferral / active EE | $2,958 | $2,854+3.6% | $3,897-24.1% | $3,332-11.2% |
| Admin fee / account holder | $6,869 | $3,841+78.9% | $5,194+32.3% | $4,645+47.9% |