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 | $88,754-0.2% | $81,820+8.3% | $145,877-39.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 72.4%+22.1pp | 80.3%+14.1pp |
| Annual return | 14.08% | 1031.77%-1017.7pp | 777.93%-763.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $7,535 | $3,085+144.2% | $2,915+158.5% | $4,663+61.6% |
| Participant deferral / active EE | $11,110 | $4,648+139.1% | $4,323+157.0% | $6,691+66.1% |
| Admin fee / account holder | $4,323 | $8,424-48.7% | $7,391-41.5% | $13,402-67.7% |