Filed November 5, 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 | $77,873 | $125,797-38.1% | $170,057-54.2% | $75,177+3.6% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.0%+11.6pp | 67.2%+31.4pp |
| Annual return | 16.74% | 27.20%-10.5pp | 53.42%-36.7pp | 160.75%-144.0pp |
| Employer contribution / active EE | $4,761 | $4,616+3.1% | $6,790-29.9% | $2,671+78.2% |
| Participant deferral / active EE | $5,452 | $6,838-20.3% | $10,411-47.6% | $4,126+32.1% |
| Admin fee / account holder | $4,597 | $8,177-43.8% | $12,826-64.2% | $5,651-18.7% |