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 | $150,533 | $73,988+103.5% | $96,538+55.9% | $75,177+100.2% |
| Participation rate | 90.7% | 66.4%+24.3pp | 74.3%+16.3pp | 67.2%+23.5pp |
| Annual return | 16.41% | 26.73%-10.3pp | 35.74%-19.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,352 | $2,930-19.8% | $3,740-37.1% | $2,671-12.0% |
| Participant deferral / active EE | $6,150 | $3,660+68.0% | $4,880+26.0% | $4,126+49.0% |
| Admin fee / account holder | $17,009 | $5,220+225.9% | $6,737+152.5% | $5,651+201.0% |