Filed September 11, 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 | $88,617 | $88,815-0.2% | $81,882+8.2% | $145,897-39.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 72.4%+22.1pp | 80.3%+14.1pp |
| Annual return | 14.08% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $7,535 | $3,086+144.1% | $2,916+158.4% | $4,663+61.6% |
| Participant deferral / active EE | $11,110 | $4,647+139.1% | $4,323+157.0% | $6,689+66.1% |
| Admin fee / account holder | $4,323 | $8,434-48.7% | $7,360-41.3% | $13,390-67.7% |