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 | $192,310 | $57,312+235.5% | $86,617+122.0% | $75,181+155.8% |
| Participation rate | 87.4% | 63.2%+24.2pp | 71.7%+15.7pp | 67.2%+20.2pp |
| Annual return | 15.03% | 2672.78%-2657.8pp | 591.91%-576.9pp | 160.69%-145.7pp |
| Employer contribution / active EE | $9,435 | $2,315+307.5% | $3,023+212.1% | $2,671+253.3% |
| Participant deferral / active EE | $6,944 | $3,319+109.2% | $4,437+56.5% | $4,126+68.3% |
| Admin fee / account holder | $7,245 | $4,114+76.1% | $5,613+29.1% | $5,650+28.2% |