Filed January 24, 2023 (most recent of 3 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 | $208,510 | $58,234+258.1% | $81,783+155.0% | $80,874+157.8% |
| Participation rate | 97.6% | 63.4%+34.1pp | 72.4%+25.2pp | 67.6%+29.9pp |
| Annual return | 14.56% | 41.70%-27.1pp | 775.05%-760.5pp | 35.62%-21.1pp |
| Employer contribution / active EE | $5,865 | $2,341+150.5% | $2,913+101.4% | $2,756+112.8% |
| Participant deferral / active EE | $11,701 | $3,283+256.5% | $4,320+170.8% | $4,297+172.3% |
| Admin fee / account holder | $40,816 | $4,982+719.3% | $7,380+453.1% | $6,935+488.5% |