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 | $43,478 | $125,797-65.4% | $170,043-74.4% | $75,173-42.2% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 18.14% | 27.20%-9.1pp | 53.40%-35.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,866 | $4,616-59.6% | $6,790-72.5% | $2,671-30.1% |
| Participant deferral / active EE | $3,921 | $6,838-42.7% | $10,410-62.3% | $4,126-5.0% |
| Admin fee / account holder | $3,131 | $8,177-61.7% | $12,824-75.6% | $5,651-44.6% |