Filed June 17, 2022 (most recent of 2 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 | $124,400 | $54,763+127.2% | $90,324+37.7% | $72,976+70.5% |
| Participation rate | 89.7% | 65.2%+24.6pp | 73.3%+16.5pp | 69.5%+20.3pp |
| Annual return | 20.10% | 30.63%-10.5pp | 78.15%-58.1pp | 81.02%-60.9pp |
| Employer contribution / active EE | $3,941 | $2,093+88.3% | $2,856+38.0% | $2,440+61.5% |
| Participant deferral / active EE | $7,907 | $2,887+173.9% | $3,885+103.5% | $3,608+119.2% |
| Admin fee / account holder | $26,363 | $3,973+563.5% | $5,356+392.2% | $5,124+414.5% |