Filed January 2, 2024 (most recent of 7 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 | $69,609 | $60,139+15.7% | $90,461-23.1% | $79,856-12.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.58% | 71.96%-56.4pp | 1294.76%-1279.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,485 | $2,939+86.6% | $3,964+38.4% | $3,741+46.6% |
| Admin fee / account holder | $1,411 | $3,978-64.5% | $5,617-74.9% | $5,306-73.4% |