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 | $168,120 | $54,370+209.2% | $82,763+103.1% | $68,490+145.5% |
| Participation rate | 85.4% | 63.9%+21.5pp | 72.6%+12.8pp | 67.9%+17.5pp |
| Annual return | -18.29% | -13.67%-4.6pp | 702.45%-720.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $9,662 | $2,219+335.4% | $3,008+221.2% | $2,597+272.1% |
| Participant deferral / active EE | $6,760 | $3,247+108.2% | $4,395+53.8% | $4,028+67.8% |
| Admin fee / account holder | $37,376 | $4,398+749.8% | $5,325+601.9% | $5,403+591.8% |