Filed December 23, 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 | $84,322 | $90,607-6.9% | $79,467+6.1% | $135,380-37.7% |
| Participation rate | 82.6% | 76.0%+6.6pp | 73.3%+9.3pp | 82.6%0pp |
| Annual return | 12.04% | 977.74%-965.7pp | 718.30%-706.3pp | 519.81%-507.8pp |
| Employer contribution / active EE | $4,436 | $3,068+44.6% | $2,800+58.4% | $4,779-7.2% |
| Participant deferral / active EE | $4,561 | $4,050+12.6% | $3,704+23.1% | $5,609-18.7% |
| Admin fee / account holder | $2,956 | $5,895-49.8% | $5,104-42.1% | $10,828-72.7% |