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 | $81,334+82.9% | $113,397+31.2% | $64,097+132.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 76.5%+23.5pp | 55.2%+44.8pp |
| Annual return | 15.65% | 32.50%-16.9pp | 23.20%-7.6pp | 34.64%-19.0pp |
| Employer contribution / active EE | $5,039 | $2,077+142.6% | $2,977+69.2% | $1,891+166.4% |
| Participant deferral / active EE | $6,086 | $3,795+60.4% | $5,076+19.9% | $3,080+97.6% |
| Admin fee / account holder | $18,016 | $4,208+328.2% | $11,957+50.7% | $3,454+421.5% |