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 | $148,794 | $85,515+74.0% | $112,040+32.8% | $67,986+118.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 15.65% | 29.68%-14.0pp | 24.52%-8.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $5,039 | $2,191+130.0% | $2,954+70.6% | $2,019+149.6% |
| Participant deferral / active EE | $6,086 | $4,014+51.6% | $5,098+19.4% | $3,358+81.2% |
| Admin fee / account holder | $18,016 | $3,774+377.4% | $12,098+48.9% | $3,203+462.4% |