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 | $140,424 | $125,797+11.6% | $170,043-17.4% | $75,173+86.8% |
| Participation rate | 91.1% | 83.6%+7.5pp | 87.0%+4.1pp | 67.2%+23.9pp |
| Annual return | 14.04% | 27.20%-13.2pp | 53.40%-39.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $5,485 | $4,616+18.8% | $6,790-19.2% | $2,671+105.4% |
| Participant deferral / active EE | $6,334 | $6,838-7.4% | $10,410-39.2% | $4,126+53.5% |
| Admin fee / account holder | $25,113 | $8,177+207.1% | $12,824+95.8% | $5,651+344.4% |