Filed August 8, 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 | $182,595 | $88,672+105.9% | $105,223+73.5% | $82,448+121.5% |
| Participation rate | 97.1% | 67.9%+29.1pp | 75.0%+22.0pp | 68.1%+29.0pp |
| Annual return | 16.68% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,221 | $3,048+5.7% | $3,689-12.7% | $2,551+26.3% |
| Participant deferral / active EE | $8,343 | $4,036+106.7% | $5,072+64.5% | $4,139+101.6% |
| Admin fee / account holder | $3,621 | $7,146-49.3% | $8,859-59.1% | $7,234-49.9% |