Filed November 21, 2024 (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 | $77,830 | $201,259-61.3% | $184,200-57.7% | $145,959-46.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.76% | 28.98%-3.2pp | 28.80%-3.0pp | 561.95%-536.2pp |
| Employer contribution / active EE | $2,731 | $7,018-61.1% | $6,424-57.5% | $4,661-41.4% |
| Participant deferral / active EE | $4,631 | $9,806-52.8% | $9,132-49.3% | $6,689-30.8% |
| Admin fee / account holder | $1,028 | $16,372-93.7% | $13,907-92.6% | $13,398-92.3% |