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 | $182,690 | $91,179+100.4% | $178,499+2.3% | $79,852+128.8% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 16.21% | 24.19%-8.0pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $6,303 | $3,256+93.6% | $5,011+25.8% | $2,471+155.1% |
| Participant deferral / active EE | $8,267 | $3,236+155.5% | $5,202+58.9% | $3,740+121.0% |
| Admin fee / account holder | $3,062 | $6,749-54.6% | $13,986-78.1% | $5,306-42.3% |