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 | $80,541 | $125,797-36.0% | $170,057-52.6% | $75,177+7.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.36% | 27.20%-11.8pp | 53.42%-38.1pp | 160.75%-145.4pp |
| Employer contribution / active EE | $5,109 | $4,616+10.7% | $6,790-24.8% | $2,671+91.3% |
| Participant deferral / active EE | $4,605 | $6,838-32.7% | $10,411-55.8% | $4,126+11.6% |
| Admin fee / account holder | $3,502 | $8,177-57.2% | $12,826-72.7% | $5,651-38.0% |