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 | $48,314+130.1% | $67,561+64.6% | $80,925+37.4% |
| Participation rate | 78.8% | 66.4%+12.4pp | 72.9%+5.9pp | 67.7%+11.2pp |
| Annual return | 15.78% | 18.28%-2.5pp | 3525.44%-3509.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,848 | $2,022+40.9% | $2,735+4.1% | $2,756+3.3% |
| Participant deferral / active EE | $8,393 | $2,927+186.8% | $4,003+109.7% | $4,299+95.3% |
| Admin fee / account holder | $14,960 | $3,690+305.5% | $4,006+273.5% | $6,940+115.6% |