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 | $58,258+209.5% | $81,820+120.4% | $80,925+122.8% |
| Participation rate | 98.6% | 63.5%+35.1pp | 72.4%+26.2pp | 67.7%+30.9pp |
| Annual return | 20.40% | 41.76%-21.4pp | 777.93%-757.5pp | 35.65%-15.3pp |
| Employer contribution / active EE | $22,966 | $2,345+879.2% | $2,915+687.9% | $2,756+733.2% |
| Participant deferral / active EE | $16,415 | $3,284+399.9% | $4,323+279.7% | $4,299+281.9% |
| Admin fee / account holder | $13,173 | $4,976+164.7% | $7,391+78.2% | $6,940+89.8% |