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 | $58,275+257.8% | $81,844+154.8% | $80,935+157.6% |
| Participation rate | 97.6% | 63.5%+34.1pp | 72.4%+25.2pp | 67.7%+29.9pp |
| Annual return | 14.56% | 41.82%-27.3pp | 778.87%-764.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $5,865 | $2,346+150.0% | $2,916+101.1% | $2,757+112.8% |
| Participant deferral / active EE | $11,701 | $3,285+256.2% | $4,323+170.6% | $4,299+172.2% |
| Admin fee / account holder | $40,816 | $4,749+759.5% | $7,355+454.9% | $6,924+489.4% |