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 | $154,714 | $123,793+25.0% | $177,848-13.0% | $79,856+93.7% |
| Participation rate | 98.7% | 84.7%+14.0pp | 87.7%+11.0pp | 69.6%+29.0pp |
| Annual return | 12.56% | 22.82%-10.3pp | 48.33%-35.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $5,516 | $4,095+34.7% | $5,919-6.8% | $2,471+123.2% |
| Participant deferral / active EE | $6,235 | $5,956+4.7% | $7,714-19.2% | $3,741+66.7% |
| Admin fee / account holder | $12,485 | $7,243+72.4% | $12,431+0.4% | $5,306+135.3% |