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 | $97,648+34.3% | $121,663+7.8% | $87,485+49.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 13.65% | 18.03%-4.4pp | 147.54%-133.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $6,231 | $2,300+170.9% | $3,020+106.3% | $2,596+140.0% |
| Participant deferral / active EE | $14,963 | $3,923+281.4% | $4,887+206.2% | $4,274+250.1% |
| Admin fee / account holder | $17,715 | $11,100+59.6% | $14,289+24.0% | $7,775+127.9% |