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 | $140,682 | $183,592-23.4% | $155,574-9.6% | $145,877-3.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $8,970 | $5,317+68.7% | $4,676+91.8% | $4,663+92.4% |
| Participant deferral / active EE | $6,981 | $6,466+8.0% | $5,629+24.0% | $6,691+4.3% |
| Admin fee / account holder | $3,552 | $19,316-81.6% | $15,914-77.7% | $13,402-73.5% |