Filed November 30, 2022 (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 | $51,396 | $84,236-39.0% | $170,439-69.8% | $70,124-26.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.75% | 23.06%-2.3pp | 205.94%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $6,174 | $3,387+82.3% | $5,433+13.6% | $2,342+163.5% |
| Participant deferral / active EE | $5,899 | $3,086+91.2% | $4,939+19.4% | $3,332+77.1% |
| Admin fee / account holder | $5,061 | $5,698-11.2% | $13,881-63.5% | $4,645+8.9% |