Filed February 26, 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 | $212,682 | $60,139+253.6% | $90,461+135.1% | $79,856+166.3% |
| Participation rate | 91.1% | 65.0%+26.1pp | 72.7%+18.4pp | 69.6%+21.5pp |
| Annual return | 14.88% | 71.96%-57.1pp | 1294.76%-1279.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $8,671 | $2,069+319.1% | $3,264+165.7% | $2,471+250.9% |
| Participant deferral / active EE | $7,456 | $2,939+153.7% | $3,964+88.1% | $3,741+99.3% |
| Admin fee / account holder | $10,834 | $3,978+172.3% | $5,617+92.9% | $5,306+104.2% |