Filed March 8, 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 | $70,454 | $99,009-28.8% | $86,581-18.6% | $147,585-52.3% |
| Participation rate | 89.5% | 76.3%+13.1pp | 73.5%+15.9pp | 82.8%+6.6pp |
| Annual return | 19.88% | 1312.70%-1292.8pp | 965.06%-945.2pp | 578.58%-558.7pp |
| Employer contribution / active EE | $8,629 | $3,132+175.5% | $2,840+203.9% | $4,876+76.9% |
| Participant deferral / active EE | $7,302 | $3,972+83.8% | $3,609+102.3% | $5,439+34.3% |
| Admin fee / account holder | $1,568 | $5,709-72.5% | $4,904-68.0% | $10,886-85.6% |