Filed December 13, 2024 (most recent of 3 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 | $65,207 | $146,267-55.4% | $197,124-66.9% | $82,448-20.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 86.7%+3.8pp | 68.1%+22.4pp |
| Annual return | 14.88% | 29.61%-14.7pp | 44.34%-29.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,017 | $4,723-57.3% | $6,227-67.6% | $2,551-20.9% |
| Participant deferral / active EE | $4,436 | $7,035-36.9% | $9,135-51.4% | $4,139+7.2% |
| Admin fee / account holder | $5,194 | $14,422-64.0% | $16,298-68.1% | $7,234-28.2% |