Filed October 18, 2023 (most recent of 3 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 | $164,970 | $74,089+122.7% | $133,975+23.1% | $55,167+199.0% |
| Participation rate | 96.1% | 84.3%+11.8pp | 87.1%+9.0pp | 69.0%+27.1pp |
| Annual return | 8.63% | 12.11%-3.5pp | 29.29%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $5,617 | $3,064+83.3% | $5,211+7.8% | $1,963+186.2% |
| Participant deferral / active EE | $9,683 | $4,678+107.0% | $6,282+54.2% | $3,054+217.1% |
| Admin fee / account holder | $10,684 | $458+2231.8% | $9,324+14.6% | $504+2020.2% |