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 | $72,536 | $45,050+61.0% | $63,018+15.1% | $70,126+3.4% |
| Participation rate | 82.7% | 69.5%+13.2pp | 74.8%+7.9pp | 69.5%+13.2pp |
| Annual return | 17.38% | 18.76%-1.4pp | 87.62%-70.2pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,071 | $2,052+0.9% | $2,761-25.0% | $2,343-11.6% |
| Participant deferral / active EE | $5,218 | $2,466+111.6% | $3,330+56.7% | $3,332+56.6% |
| Admin fee / account holder | $7,720 | $2,834+172.4% | $3,601+114.4% | $4,645+66.2% |