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 | $225,951 | $180,459+25.2% | $154,108+46.6% | $135,380+66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.44% | 888.21%-879.8pp | 735.21%-726.8pp | 519.81%-511.4pp |
| Employer contribution / active EE | $7,180 | $6,035+19.0% | $5,298+35.5% | $4,779+50.2% |
| Participant deferral / active EE | $7,148 | $5,806+23.1% | $5,081+40.7% | $5,609+27.4% |
| Admin fee / account holder | $1,450 | $16,145-91.0% | $13,411-89.2% | $10,828-86.6% |