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 | $117,255 | $88,672+32.2% | $105,223+11.4% | $82,448+42.2% |
| Participation rate | 82.0% | 67.9%+14.0pp | 75.0%+6.9pp | 68.1%+13.9pp |
| Annual return | 19.78% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,655 | $3,048+19.9% | $3,689-0.9% | $2,551+43.3% |
| Participant deferral / active EE | $9,074 | $4,036+124.8% | $5,072+78.9% | $4,139+119.2% |
| Admin fee / account holder | $3,840 | $7,146-46.3% | $8,859-56.7% | $7,234-46.9% |