Filed October 10, 2024 (most recent of 3 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 | $80,006 | $77,817+2.8% | $123,553-35.2% | $64,173+24.7% |
| Participation rate | 86.5% | 74.7%+11.8pp | 82.3%+4.2pp | 69.6%+16.9pp |
| Annual return | -4.60% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,781 | $3,014-40.9% | $4,628-61.5% | $2,381-25.2% |
| Participant deferral / active EE | $6,938 | $5,240+32.4% | $6,426+8.0% | $3,470+99.9% |
| Admin fee / account holder | $4,017 | $5,519-27.2% | $9,284-56.7% | $4,887-17.8% |