Filed July 28, 2023 (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 | $108,162 | $65,712+64.6% | $57,196+89.1% | $273,973-60.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.47% | 22.01%-10.5pp | 14.59%-3.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $4,753 | $3,280+44.9% | $2,683+77.1% | $4,869-2.4% |
| Participant deferral / active EE | $7,516 | $3,782+98.7% | $3,096+142.7% | $5,287+42.1% |
| Admin fee / account holder | $8,083 | $4,838+67.1% | $3,141+157.4% | $10,133-20.2% |