Filed August 12, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $216,479 | $99,011+118.6% | $86,582+150.0% | $147,586+46.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.43% | 1312.75%-1290.3pp | 965.08%-942.7pp | 578.59%-556.2pp |
| Employer contribution / active EE | $5,341 | $3,132+70.5% | $2,839+88.1% | $4,876+9.5% |
| Participant deferral / active EE | $9,779 | $3,972+146.2% | $3,609+171.0% | $5,439+79.8% |
| Admin fee / account holder | $4,095 | $5,709-28.3% | $4,904-16.5% | $10,886-62.4% |