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 | $132,173 | $65,440+102.0% | $98,506+34.2% | $85,851+54.0% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.4pp | 69.3%+27.5pp |
| Annual return | 103.42% | 21.75%+81.7pp | 1494.92%-1391.5pp | 318.63%-215.2pp |
| Employer contribution / active EE | $6,749 | $2,169+211.2% | $2,961+127.9% | $2,565+163.1% |
| Participant deferral / active EE | $2,592 | $3,168-18.2% | $4,277-39.4% | $3,952-34.4% |
| Admin fee / account holder | $2,224 | $4,596-51.6% | $5,955-62.7% | $6,261-64.5% |