Filed August 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 | $20,206 | $175,231-88.5% | $149,696-86.5% | $139,466-85.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.45% | 166.77%-143.3pp | 134.46%-111.0pp | 373.66%-350.2pp |
| Employer contribution / active EE | $2,346 | $5,478-57.2% | $4,821-51.3% | $4,754-50.7% |
| Participant deferral / active EE | $4,559 | $6,521-30.1% | $5,682-19.8% | $6,712-32.1% |
| Admin fee / account holder | $444 | $16,155-97.3% | $13,212-96.6% | $11,409-96.1% |