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 | $127,289 | $63,346+100.9% | $92,240+38.0% | $70,126+81.5% |
| Participation rate | 94.7% | 68.7%+26.0pp | 76.5%+18.2pp | 69.5%+25.1pp |
| Annual return | 17.68% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,956 | $2,471-20.8% | $3,680-46.8% | $2,343-16.5% |
| Participant deferral / active EE | $5,558 | $2,854+94.8% | $3,897+42.6% | $3,332+66.8% |
| Admin fee / account holder | $3,820 | $3,841-0.5% | $5,194-26.5% | $4,645-17.8% |