Filed August 29, 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 | $126,736 | $146,267-13.4% | $197,124-35.7% | $82,448+53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 53.36% | 29.61%+23.7pp | 44.34%+9.0pp | 41.64%+11.7pp |
| Employer contribution / active EE | $5,294 | $4,723+12.1% | $6,227-15.0% | $2,551+107.5% |
| Participant deferral / active EE | $5,475 | $7,035-22.2% | $9,135-40.1% | $4,139+32.3% |
| Admin fee / account holder | $24,131 | $14,422+67.3% | $16,298+48.1% | $7,234+233.6% |