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 | $87,710 | $93,617-6.3% | $135,982-35.5% | $75,177+16.7% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 21.28% | 30.89%-9.6pp | 68.32%-47.0pp | 160.75%-139.5pp |
| Employer contribution / active EE | $4,373 | $3,538+23.6% | $4,859-10.0% | $2,671+63.7% |
| Participant deferral / active EE | $9,834 | $6,406+53.5% | $7,760+26.7% | $4,126+138.3% |
| Admin fee / account holder | $3,575 | $6,980-48.8% | $10,767-66.8% | $5,651-36.7% |