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 | $86,938+64.5% | $102,423+39.6% | $80,925+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 | 29.42%-15.3pp | 35.65%-21.5pp |
| Employer contribution / active EE | $4,773 | $2,369+101.5% | $3,023+57.9% | $2,756+73.2% |
| Participant deferral / active EE | $5,507 | $4,120+33.7% | $5,054+9.0% | $4,299+28.1% |
| Admin fee / account holder | $13,309 | $8,053+65.3% | $9,455+40.8% | $6,940+91.8% |