Filed October 9, 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 | $159,118 | $106,864+48.9% | $147,318+8.0% | $82,637+92.6% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.1%+13.3pp | 68.1%+27.3pp |
| Annual return | 21.20% | 27.49%-6.3pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $21,668 | $3,417+534.2% | $4,593+371.8% | $2,552+749.0% |
| Participant deferral / active EE | $8,315 | $6,496+28.0% | $7,906+5.2% | $4,126+101.5% |
| Admin fee / account holder | $2,895 | $8,415-65.6% | $13,708-78.9% | $7,339-60.6% |