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 | $202,098 | $60,139+236.0% | $90,461+123.4% | $79,856+153.1% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 26.22% | 71.96%-45.7pp | 1294.76%-1268.5pp | 31.71%-5.5pp |
| Employer contribution / active EE | $5,365 | $2,069+159.3% | $3,264+64.4% | $2,471+117.1% |
| Participant deferral / active EE | $10,455 | $2,939+255.7% | $3,964+163.7% | $3,741+179.5% |
| Admin fee / account holder | $3,587 | $3,978-9.8% | $5,617-36.1% | $5,306-32.4% |