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 | $199,191 | $198,470+0.4% | $170,444+16.9% | $147,585+35.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.17% | 257.30%-248.1pp | 205.94%-196.8pp | 578.56%-569.4pp |
| Employer contribution / active EE | $7,252 | $6,184+17.3% | $5,433+33.5% | $4,876+48.7% |
| Participant deferral / active EE | $7,130 | $5,629+26.6% | $4,939+44.3% | $5,439+31.1% |
| Admin fee / account holder | $6,526 | $16,852-61.3% | $13,881-53.0% | $10,885-40.1% |