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 | $187,731 | $54,370+245.3% | $82,763+126.8% | $68,490+174.1% |
| Participation rate | 84.9% | 63.9%+21.0pp | 72.6%+12.4pp | 67.9%+17.0pp |
| Annual return | -12.54% | -13.67%+1.1pp | 702.45%-715.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $6,064 | $2,219+173.3% | $3,008+101.6% | $2,597+133.5% |
| Participant deferral / active EE | $5,557 | $3,247+71.1% | $4,395+26.4% | $4,028+38.0% |
| Admin fee / account holder | $8,982 | $4,398+104.2% | $5,325+68.7% | $5,403+66.3% |