Filed March 25, 2023 (most recent of 2 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 | $132,433 | $56,894+132.8% | $84,753+56.3% | $62,881+110.6% |
| Participation rate | 98.4% | 68.5%+29.8pp | 76.6%+21.8pp | 69.3%+29.1pp |
| Annual return | 10.71% | 6.30%+4.4pp | 22.78%-12.1pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,940 | $2,400-19.1% | $3,574-45.7% | $2,281-14.9% |
| Participant deferral / active EE | $5,547 | $2,709+104.7% | $3,712+49.4% | $3,203+73.2% |
| Admin fee / account holder | $1,457 | $3,581-59.3% | $5,333-72.7% | $4,296-66.1% |