Filed March 19, 2024 (most recent of 2 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 | $97,618 | $90,509+7.9% | $78,693+24.1% | $273,968-64.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 3.74% | 75.61%-71.9pp | 62.18%-58.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $11,468 | $3,175+261.2% | $2,850+302.4% | $4,869+135.5% |
| Participant deferral / active EE | $10,079 | $3,901+158.3% | $3,517+186.6% | $5,287+90.6% |
| Admin fee / account holder | $21,026 | $5,264+299.4% | $4,511+366.1% | $10,132+107.5% |