Filed July 10, 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 | $98,724 | $48,076+105.3% | $78,690+25.5% | $62,891+57.0% |
| Participation rate | 98.9% | 65.2%+33.7pp | 73.6%+25.4pp | 69.3%+29.6pp |
| Annual return | 10.18% | 31.35%-21.2pp | 62.18%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $4,756 | $2,015+136.1% | $2,851+66.8% | $2,281+108.5% |
| Participant deferral / active EE | $6,477 | $2,588+150.3% | $3,517+84.2% | $3,203+102.2% |
| Admin fee / account holder | $3,420 | $3,207+6.6% | $4,511-24.2% | $4,296-20.4% |