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 | $149,023 | $217,432-31.5% | $185,849-19.8% | $167,536-11.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.18% | 148.42%-126.2pp | 122.10%-99.9pp | 478.82%-456.6pp |
| Employer contribution / active EE | $9,326 | $5,875+58.7% | $5,169+80.4% | $4,839+92.7% |
| Participant deferral / active EE | $8,148 | $6,357+28.2% | $5,569+46.3% | $6,342+28.5% |
| Admin fee / account holder | $16,838 | $19,818-15.0% | $16,244+3.7% | $12,315+36.7% |