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 | $60,622 | $185,883-67.4% | $170,043-64.3% | $139,466-56.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.31% | 60.54%-33.2pp | 53.40%-26.1pp | 373.66%-346.4pp |
| Employer contribution / active EE | $2,600 | $7,596-65.8% | $6,790-61.7% | $4,754-45.3% |
| Participant deferral / active EE | $4,693 | $11,626-59.6% | $10,410-54.9% | $6,712-30.1% |
| Admin fee / account holder | $1,860 | $15,393-87.9% | $12,824-85.5% | $11,409-83.7% |