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 | $113,053 | $87,106+29.8% | $105,607+7.1% | $80,935+39.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.67% | 17.01%-5.3pp | 116.11%-104.4pp | 35.66%-24.0pp |
| Employer contribution / active EE | $6,107 | $2,396+154.9% | $3,167+92.8% | $2,757+121.5% |
| Participant deferral / active EE | $13,618 | $3,986+241.6% | $5,011+171.7% | $4,299+216.7% |
| Admin fee / account holder | $7,848 | $8,447-7.1% | $10,958-28.4% | $6,924+13.3% |