Filed August 8, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $182,595 | $96,731+88.8% | $123,973+47.3% | $86,983+109.9% |
| Participation rate | 97.1% | 70.0%+27.0pp | 76.7%+20.4pp | 69.5%+27.5pp |
| Annual return | 16.68% | 17.33%-0.6pp | 388.13%-371.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $3,221 | $3,297-2.3% | $4,126-21.9% | $2,584+24.6% |
| Participant deferral / active EE | $8,343 | $4,152+100.9% | $5,247+59.0% | $4,194+98.9% |
| Admin fee / account holder | $3,621 | $8,722-58.5% | $11,799-69.3% | $7,856-53.9% |