Filed June 4, 2024 (most recent of 2 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 | $131,104 | $94,031+39.4% | $115,768+13.2% | $82,448+59.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 13.65% | 20.61%-7.0pp | 100.46%-86.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $6,231 | $2,323+168.2% | $2,940+112.0% | $2,551+144.3% |
| Participant deferral / active EE | $14,963 | $3,972+276.7% | $4,917+204.3% | $4,139+261.5% |
| Admin fee / account holder | $17,715 | $10,249+72.8% | $12,439+42.4% | $7,234+144.9% |