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 | $117,497 | $54,355+116.2% | $82,744+42.0% | $68,486+71.6% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | 8.10% | -13.67%+21.8pp | 702.22%-694.1pp | -7.85%+16.0pp |
| Employer contribution / active EE | $6,985 | $2,219+214.8% | $3,008+132.2% | $2,597+169.0% |
| Participant deferral / active EE | $6,956 | $3,246+114.3% | $4,395+58.3% | $4,028+72.7% |
| Admin fee / account holder | $4,664 | $4,397+6.1% | $5,325-12.4% | $5,404-13.7% |