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 | $34,296 | $184,000-81.4% | $162,185-78.9% | $152,909-77.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 127.67% | 150.80%-23.1pp | 115.61%+12.1pp | 345.46%-217.8pp |
| Employer contribution / active EE | $2,148 | $6,370-66.3% | $5,613-61.7% | $4,764-54.9% |
| Participant deferral / active EE | $3,044 | $8,033-62.1% | $7,297-58.3% | $5,851-48.0% |
| Admin fee / account holder | $1,020 | $13,124-92.2% | $10,844-90.6% | $11,601-91.2% |