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 | $138,187 | $109,359+26.4% | $162,185-14.8% | $72,976+89.4% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.6%+9.8pp | 69.5%+27.9pp |
| Annual return | 19.78% | 25.46%-5.7pp | 115.61%-95.8pp | 81.02%-61.2pp |
| Employer contribution / active EE | $5,198 | $3,907+33.0% | $5,613-7.4% | $2,440+113.0% |
| Participant deferral / active EE | $6,316 | $5,481+15.2% | $7,297-13.4% | $3,608+75.1% |
| Admin fee / account holder | $1,371 | $7,972-82.8% | $10,844-87.4% | $5,124-73.2% |