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 | $141,411 | $58,258+142.7% | $81,820+72.8% | $80,925+74.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 22.74% | 41.76%-19.0pp | 777.93%-755.2pp | 35.65%-12.9pp |
| Employer contribution / active EE | $8,186 | $2,345+249.0% | $2,915+180.8% | $2,756+197.0% |
| Participant deferral / active EE | $8,843 | $3,284+169.3% | $4,323+104.6% | $4,299+105.7% |
| Admin fee / account holder | $1,167 | $4,976-76.5% | $7,391-84.2% | $6,940-83.2% |