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 | $58,234+209.6% | $81,783+120.5% | $80,874+123.0% |
| Participation rate | 98.6% | 63.4%+35.1pp | 72.4%+26.2pp | 67.6%+30.9pp |
| Annual return | 20.40% | 41.70%-21.3pp | 775.05%-754.7pp | 35.62%-15.2pp |
| Employer contribution / active EE | $22,966 | $2,341+880.9% | $2,913+688.5% | $2,756+733.4% |
| Participant deferral / active EE | $16,415 | $3,283+400.0% | $4,320+279.9% | $4,297+282.0% |
| Admin fee / account holder | $13,173 | $4,982+164.4% | $7,380+78.5% | $6,935+89.9% |