Filed December 11, 2023 (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 | $111,186 | $48,277+130.3% | $67,511+64.7% | $80,874+37.5% |
| Participation rate | 78.8% | 66.4%+12.5pp | 72.9%+6.0pp | 67.6%+11.2pp |
| Annual return | 15.78% | 18.27%-2.5pp | 3517.41%-3501.6pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,848 | $2,021+40.9% | $2,733+4.2% | $2,756+3.4% |
| Participant deferral / active EE | $8,393 | $2,926+186.8% | $4,000+109.8% | $4,297+95.3% |
| Admin fee / account holder | $14,960 | $3,687+305.7% | $3,999+274.1% | $6,935+115.7% |