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 | $216,375 | $65,434+230.7% | $98,483+119.7% | $85,847+152.0% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.3%+27.9pp |
| Annual return | 16.68% | 21.75%-5.1pp | 1494.38%-1477.7pp | 318.61%-301.9pp |
| Employer contribution / active EE | $5,256 | $2,169+142.4% | $2,961+77.5% | $2,565+104.9% |
| Participant deferral / active EE | $10,830 | $3,168+241.9% | $4,276+153.3% | $3,952+174.0% |
| Admin fee / account holder | $12,306 | $4,595+167.8% | $5,953+106.7% | $6,261+96.6% |