Filed May 1, 2024 (most recent of 3 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 | $97,469 | $102,422-4.8% | $147,117-33.7% | $80,959+20.4% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 21.73% | 135.16%-113.4pp | 420.54%-398.8pp | 35.67%-13.9pp |
| Employer contribution / active EE | $3,612 | $3,717-2.8% | $4,932-26.8% | $2,757+31.0% |
| Participant deferral / active EE | $8,734 | $6,652+31.3% | $8,065+8.3% | $4,300+103.1% |
| Admin fee / account holder | $10,376 | $7,953+30.5% | $12,993-20.1% | $6,925+49.8% |