Filed February 19, 2024 (most recent of 3 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 | $25,170 | $72,027-65.1% | $185,861-86.5% | $79,856-68.5% |
| Participation rate | 72.5% | 65.8%+6.8pp | 78.0%-5.5pp | 69.6%+2.9pp |
| Annual return | 21.61% | 23.13%-1.5pp | 35.96%-14.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $766 | $1,965-61.0% | $4,088-81.3% | $2,471-69.0% |
| Participant deferral / active EE | $2,996 | $3,780-20.7% | $5,634-46.8% | $3,741-19.9% |
| Admin fee / account holder | $922 | $4,513-79.6% | $9,503-90.3% | $5,306-82.6% |