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 | $95,764 | $64,719+48.0% | $112,249-14.7% | $68,486+39.8% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.1pp |
| Annual return | -14.43% | -11.40%-3.0pp | 27.48%-41.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $7,651 | $2,747+178.6% | $3,636+110.4% | $2,597+194.7% |
| Participant deferral / active EE | $5,294 | $3,565+48.5% | $4,729+11.9% | $4,028+31.4% |
| Admin fee / account holder | $7,602 | $5,232+45.3% | $6,412+18.5% | $5,404+40.7% |