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 | $139,117 | $65,367+112.8% | $92,915+49.7% | $72,976+90.6% |
| Participation rate | 89.8% | 68.3%+21.5pp | 76.0%+13.8pp | 69.5%+20.3pp |
| Annual return | 24.07% | 42.11%-18.0pp | 109.45%-85.4pp | 81.02%-56.9pp |
| Employer contribution / active EE | $2,268 | $2,594-12.6% | $3,653-37.9% | $2,440-7.1% |
| Participant deferral / active EE | $6,366 | $3,128+103.5% | $4,238+50.2% | $3,608+76.5% |
| Admin fee / account holder | $9,160 | $4,251+115.5% | $5,796+58.1% | $5,124+78.8% |