Filed February 14, 2024 (most recent of 4 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 | $170,758 | $227,399-24.9% | $189,758-10.0% | $198,609-14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.35% | 61.03%-50.7pp | 52.62%-42.3pp | 202.70%-192.3pp |
| Employer contribution / active EE | $4,778 | $5,526-13.5% | $4,767+0.2% | $5,055-5.5% |
| Participant deferral / active EE | $7,544 | $6,837+10.3% | $5,856+28.8% | $6,977+8.1% |
| Admin fee / account holder | $29,047 | $25,162+15.4% | $20,388+42.5% | $19,030+52.6% |