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 | $200,133 | $93,617+113.8% | $135,982+47.2% | $75,177+166.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.31% | 30.89%-10.6pp | 68.32%-48.0pp | 160.75%-140.4pp |
| Employer contribution / active EE | $13,753 | $3,538+288.7% | $4,859+183.0% | $2,671+414.9% |
| Participant deferral / active EE | $12,503 | $6,406+95.2% | $7,760+61.1% | $4,126+203.0% |
| Admin fee / account holder | $12,659 | $6,980+81.4% | $10,767+17.6% | $5,651+124.0% |