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 | $50,074 | $53,128-5.7% | $86,582-42.2% | $70,126-28.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.13% | 27.66%-12.5pp | 965.08%-950.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $7,038 | $2,068+240.4% | $2,839+147.9% | $2,343+200.5% |
| Participant deferral / active EE | $1,727 | $2,695-35.9% | $3,609-52.1% | $3,332-48.2% |
| Admin fee / account holder | $1,332 | $3,584-62.8% | $4,904-72.8% | $4,645-71.3% |