Filed February 13, 2024 (most recent of 4 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 | $79,994 | $75,962+5.3% | $154,111-48.1% | $64,173+24.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -4.10% | 30.32%-34.4pp | 735.18%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,327 | $3,350+29.2% | $5,298-18.3% | $2,381+81.7% |
| Participant deferral / active EE | $5,741 | $3,175+80.8% | $5,081+13.0% | $3,470+65.5% |
| Admin fee / account holder | $3,826 | $5,589-31.6% | $13,411-71.5% | $4,887-21.7% |