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 | $109,620+19.6% | $148,496-11.7% | $94,015+39.5% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 13.65% | 17.54%-3.9pp | 12.33%+1.3pp | 17.84%-4.2pp |
| Employer contribution / active EE | $6,231 | $2,618+138.0% | $3,497+78.2% | $2,790+123.3% |
| Participant deferral / active EE | $14,963 | $3,831+290.6% | $4,808+211.2% | $4,249+252.1% |
| Admin fee / account holder | $17,715 | $10,050+76.3% | $19,547-9.4% | $8,951+97.9% |