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 | $123,357 | $80,992+52.3% | $96,534+27.8% | $75,173+64.1% |
| Participation rate | 97.9% | 71.8%+26.2pp | 76.0%+22.0pp | 67.2%+30.7pp |
| Annual return | 17.30% | 27.05%-9.8pp | 25.88%-8.6pp | 160.72%-143.4pp |
| Employer contribution / active EE | $4,472 | $2,283+95.9% | $2,965+50.8% | $2,671+67.4% |
| Participant deferral / active EE | $5,266 | $3,929+34.0% | $4,851+8.5% | $4,126+27.6% |
| Admin fee / account holder | $3,699 | $6,717-44.9% | $8,253-55.2% | $5,651-34.5% |