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 | $93,345+95.6% | $119,126+53.3% | $87,485+108.7% |
| Participation rate | 97.1% | 68.7%+28.3pp | 75.8%+21.3pp | 68.9%+28.1pp |
| Annual return | 16.68% | 19.08%-2.4pp | 282.11%-265.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,221 | $3,172+1.6% | $4,034-20.2% | $2,596+24.1% |
| Participant deferral / active EE | $8,343 | $4,099+103.6% | $5,318+56.9% | $4,274+95.2% |
| Admin fee / account holder | $3,621 | $8,039-55.0% | $10,693-66.1% | $7,775-53.4% |