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 | $94,426 | $72,071+31.0% | $68,368+38.1% | $137,256-31.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.80% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,866 | $2,788+146.3% | $2,649+159.2% | $4,156+65.2% |
| Participant deferral / active EE | $8,366 | $4,410+89.7% | $4,123+102.9% | $6,407+30.6% |
| Admin fee / account holder | $8,468 | $5,336+58.7% | $5,150+64.4% | $12,270-31.0% |