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 | $101,950+28.6% | $125,529+4.4% | $86,983+50.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 13.65% | 18.29%-4.6pp | 202.56%-188.9pp | 25.83%-12.2pp |
| Employer contribution / active EE | $6,231 | $2,358+164.2% | $3,058+103.8% | $2,584+141.1% |
| Participant deferral / active EE | $14,963 | $3,862+287.4% | $4,813+210.9% | $4,194+256.8% |
| Admin fee / account holder | $17,715 | $12,791+38.5% | $16,298+8.7% | $7,856+125.5% |