Filed December 11, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $111,186 | $48,337+130.0% | $67,560+64.6% | $80,959+37.3% |
| Participation rate | 78.8% | 66.4%+12.4pp | 72.9%+5.9pp | 67.7%+11.2pp |
| Annual return | 15.78% | 18.26%-2.5pp | 3533.50%-3517.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,848 | $2,023+40.8% | $2,737+4.1% | $2,757+3.3% |
| Participant deferral / active EE | $8,393 | $2,928+186.6% | $4,004+109.6% | $4,300+95.2% |
| Admin fee / account holder | $14,960 | $3,695+304.8% | $3,994+274.6% | $6,925+116.0% |