Filed May 11, 2023 (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 | $65,341 | $45,087+44.9% | $69,483-6.0% | $72,976-10.5% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 25.19% | 22.67%+2.5pp | 28.99%-3.8pp | 81.02%-55.8pp |
| Employer contribution / active EE | $2,152 | $2,055+4.7% | $2,780-22.6% | $2,440-11.8% |
| Participant deferral / active EE | $6,986 | $2,603+168.4% | $3,537+97.5% | $3,608+93.6% |
| Admin fee / account holder | $2,372 | $3,057-22.4% | $3,841-38.2% | $5,124-53.7% |