Filed March 17, 2022 (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 | $233,322 | $105,210+121.8% | $159,487+46.3% | $85,851+171.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.23% | 45.08%-26.9pp | 263.71%-245.5pp | 318.63%-300.4pp |
| Employer contribution / active EE | $3,303 | $3,319-0.5% | $4,831-31.6% | $2,565+28.8% |
| Participant deferral / active EE | $11,143 | $5,946+87.4% | $7,354+51.5% | $3,952+181.9% |
| Admin fee / account holder | $19,453 | $6,934+180.5% | $10,804+80.1% | $6,261+210.7% |