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 | $48,772 | $65,364-25.4% | $92,909-47.5% | $72,975-33.2% |
| Participation rate | 93.0% | 68.3%+24.7pp | 76.0%+17.0pp | 69.5%+23.5pp |
| Annual return | 17.71% | 42.11%-24.4pp | 109.44%-91.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $8,350 | $2,594+221.9% | $3,653+128.6% | $2,440+242.2% |
| Participant deferral / active EE | $4,402 | $3,128+40.7% | $4,238+3.9% | $3,608+22.0% |
| Admin fee / account holder | $1,054 | $4,251-75.2% | $5,795-81.8% | $5,124-79.4% |