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 | $159,110 | $137,414+15.8% | $189,537-16.1% | $85,847+85.3% |
| Participation rate | 96.1% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 13.25% | 38.14%-24.9pp | 555.34%-542.1pp | 318.61%-305.4pp |
| Employer contribution / active EE | $5,449 | $4,344+25.4% | $6,161-11.6% | $2,565+112.4% |
| Participant deferral / active EE | $6,274 | $6,260+0.2% | $8,220-23.7% | $3,952+58.8% |
| Admin fee / account holder | $12,765 | $8,630+47.9% | $12,048+5.9% | $6,261+103.9% |