Filed November 26, 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 | $27,374 | $56,894-51.9% | $84,753-67.7% | $62,881-56.5% |
| Participation rate | 89.2% | 68.5%+20.7pp | 76.6%+12.6pp | 69.3%+19.9pp |
| Annual return | 7.15% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $7,450 | $2,400+210.4% | $3,574+108.4% | $2,281+226.6% |
| Participant deferral / active EE | $2,568 | $2,709-5.2% | $3,712-30.8% | $3,203-19.8% |
| Admin fee / account holder | $4,570 | $3,581+27.6% | $5,333-14.3% | $4,296+6.4% |