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 | $109,560 | $65,423+67.5% | $98,477+11.3% | $85,856+27.6% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.3%+18.7pp |
| Annual return | 49.86% | 21.76%+28.1pp | 1493.59%-1443.7pp | 318.58%-268.7pp |
| Employer contribution / active EE | $6,615 | $2,168+205.1% | $2,961+123.4% | $2,565+157.9% |
| Participant deferral / active EE | $6,709 | $3,167+111.8% | $4,276+56.9% | $3,952+69.8% |
| Admin fee / account holder | $6,225 | $4,594+35.5% | $5,951+4.6% | $6,261-0.6% |