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 | $87,330 | $57,352+52.3% | $83,830+4.2% | $64,173+36.1% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | -5.96% | 11.38%-17.3pp | 850.97%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,273 | $2,546+67.9% | $3,631+17.7% | $2,381+79.5% |
| Participant deferral / active EE | $7,085 | $2,993+136.7% | $4,082+73.6% | $3,470+104.2% |
| Admin fee / account holder | $17,157 | $4,046+324.0% | $5,479+213.2% | $4,887+251.1% |