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 | $58,311+257.6% | $81,882+154.6% | $80,959+157.6% |
| Participation rate | 97.6% | 63.5%+34.1pp | 72.4%+25.2pp | 67.7%+29.9pp |
| Annual return | 14.56% | 41.85%-27.3pp | 779.47%-764.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $5,865 | $2,347+149.9% | $2,916+101.1% | $2,757+112.7% |
| Participant deferral / active EE | $11,701 | $3,287+256.0% | $4,323+170.7% | $4,300+172.1% |
| Admin fee / account holder | $40,816 | $4,752+758.9% | $7,360+454.6% | $6,925+489.4% |