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 | $81,442 | $137,414-40.7% | $189,545-57.0% | $85,851-5.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.99% | 38.14%-25.2pp | 555.36%-542.4pp | 318.63%-305.6pp |
| Employer contribution / active EE | $4,729 | $4,344+8.9% | $6,162-23.3% | $2,565+84.3% |
| Participant deferral / active EE | $4,390 | $6,260-29.9% | $8,220-46.6% | $3,952+11.1% |
| Admin fee / account holder | $3,514 | $8,630-59.3% | $12,049-70.8% | $6,261-43.9% |