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 | $129,922 | $115,810+12.2% | $101,271+28.3% | $158,966-18.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.75% | 56.15%-41.4pp | 46.48%-31.7pp | 302.95%-288.2pp |
| Employer contribution / active EE | $2,948 | $4,175-29.4% | $3,660-19.5% | $4,762-38.1% |
| Participant deferral / active EE | $7,839 | $4,958+58.1% | $4,371+79.4% | $5,983+31.0% |
| Admin fee / account holder | $2,652 | $7,248-63.4% | $5,948-55.4% | $11,250-76.4% |