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 | $30,000 | $63,346-52.6% | $92,240-67.5% | $70,126-57.2% |
| Participation rate | 86.4% | 68.7%+17.7pp | 76.5%+9.9pp | 69.5%+16.8pp |
| Annual return | 14.38% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $6,209 | $2,471+151.2% | $3,680+68.7% | $2,343+165.0% |
| Participant deferral / active EE | $2,764 | $2,854-3.2% | $3,897-29.1% | $3,332-17.1% |
| Admin fee / account holder | $2,670 | $3,841-30.5% | $5,194-48.6% | $4,645-42.5% |