Filed June 7, 2024 (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 | $108,485 | $94,529+14.8% | $140,019-22.5% | $64,173+69.1% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.1pp |
| Annual return | -4.30% | 7.77%-12.1pp | 651.17%-655.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,970 | $3,812+30.4% | $5,605-11.3% | $2,381+108.8% |
| Participant deferral / active EE | $5,870 | $5,250+11.8% | $6,927-15.3% | $3,470+69.2% |
| Admin fee / account holder | $3,779 | $6,741-43.9% | $10,705-64.7% | $4,887-22.7% |