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 | $168,187 | $54,370+209.3% | $82,763+103.2% | $68,490+145.6% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.9pp | 67.9%+29.5pp |
| Annual return | -12.82% | -13.67%+0.9pp | 702.45%-715.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $5,944 | $2,219+167.9% | $3,008+97.6% | $2,597+128.9% |
| Participant deferral / active EE | $12,509 | $3,247+285.3% | $4,395+184.6% | $4,028+210.6% |
| Admin fee / account holder | $10,107 | $4,398+129.8% | $5,325+89.8% | $5,403+87.1% |