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 | $200,315 | $78,682+154.6% | $109,188+83.5% | $85,851+133.3% |
| Participation rate | 90.3% | 68.3%+22.0pp | 75.9%+14.4pp | 69.3%+21.0pp |
| Annual return | 16.23% | 25.09%-8.9pp | 25.76%-9.5pp | 318.63%-302.4pp |
| Employer contribution / active EE | $3,339 | $2,734+22.1% | $3,723-10.3% | $2,565+30.1% |
| Participant deferral / active EE | $9,212 | $3,468+165.7% | $4,654+97.9% | $3,952+133.1% |
| Admin fee / account holder | $18,636 | $5,470+240.7% | $6,755+175.9% | $6,261+197.7% |