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 | $113,954 | $99,011+15.1% | $86,582+31.6% | $147,586-22.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.67% | 1312.75%-1298.1pp | 965.08%-950.4pp | 578.59%-563.9pp |
| Employer contribution / active EE | $12,127 | $3,132+287.2% | $2,839+327.1% | $4,876+148.7% |
| Participant deferral / active EE | $6,983 | $3,972+75.8% | $3,609+93.5% | $5,439+28.4% |
| Admin fee / account holder | $47,016 | $5,709+723.6% | $4,904+858.7% | $10,886+331.9% |