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 | $98,763 | $57,330+72.3% | $86,656+14.0% | $75,177+31.4% |
| Participation rate | 90.0% | 63.2%+26.8pp | 71.7%+18.3pp | 67.2%+22.8pp |
| Annual return | 16.07% | 2675.40%-2659.3pp | 593.09%-577.0pp | 160.75%-144.7pp |
| Employer contribution / active EE | $5,021 | $2,316+116.7% | $3,025+65.9% | $2,671+88.0% |
| Participant deferral / active EE | $8,130 | $3,320+144.9% | $4,439+83.2% | $4,126+97.0% |
| Admin fee / account holder | $8,523 | $4,115+107.1% | $5,619+51.7% | $5,651+50.8% |