Filed January 22, 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 | $143,026 | $86,949+64.5% | $102,460+39.6% | $80,959+76.7% |
| Participation rate | 98.9% | 72.4%+26.6pp | 76.5%+22.4pp | 67.7%+31.3pp |
| Annual return | 14.11% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,773 | $2,370+101.4% | $3,025+57.8% | $2,757+73.1% |
| Participant deferral / active EE | $5,507 | $4,121+33.6% | $5,056+8.9% | $4,300+28.1% |
| Admin fee / account holder | $13,309 | $8,048+65.4% | $9,460+40.7% | $6,925+92.2% |