Filed July 10, 2023 (most recent of 9 filings on file)
Total covered: 3 employees
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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 | $95,973 | $123,793-22.5% | $177,840-46.0% | $79,852+20.2% |
| Participation rate | 96.7% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 13.78% | 22.82%-9.0pp | 48.32%-34.5pp | 31.72%-17.9pp |
| Employer contribution / active EE | $5,320 | $4,095+29.9% | $5,919-10.1% | $2,471+115.3% |
| Participant deferral / active EE | $9,423 | $5,956+58.2% | $7,714+22.2% | $3,740+151.9% |
| Admin fee / account holder | $9,098 | $7,243+25.6% | $12,431-26.8% | $5,306+71.5% |