Filed January 24, 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 | $180,315 | $58,311+209.2% | $81,882+120.2% | $80,959+122.7% |
| Participation rate | 98.6% | 63.5%+35.1pp | 72.4%+26.2pp | 67.7%+30.9pp |
| Annual return | 20.40% | 41.85%-21.5pp | 779.47%-759.1pp | 35.67%-15.3pp |
| Employer contribution / active EE | $22,966 | $2,347+878.7% | $2,916+687.6% | $2,757+733.0% |
| Participant deferral / active EE | $16,415 | $3,287+399.4% | $4,323+279.7% | $4,300+281.7% |
| Admin fee / account holder | $13,173 | $4,752+177.2% | $7,360+79.0% | $6,925+90.2% |