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 | $79,010 | $45,082+75.3% | $69,464+13.7% | $72,975+8.3% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 22.42% | 22.66%-0.2pp | 28.98%-6.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,309 | $2,055+12.4% | $2,779-16.9% | $2,440-5.4% |
| Participant deferral / active EE | $7,017 | $2,604+169.5% | $3,536+98.4% | $3,608+94.5% |
| Admin fee / account holder | $7,933 | $3,057+159.5% | $3,840+106.6% | $5,124+54.8% |