Filed November 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 | $66,109 | $69,590-5.0% | $136,867-51.7% | $94,015-29.7% |
| Participation rate | 94.7% | 66.3%+28.4pp | 74.5%+20.2pp | 70.8%+23.9pp |
| Annual return | 16.98% | 19.62%-2.6pp | 42.97%-26.0pp | 17.84%-0.9pp |
| Employer contribution / active EE | $2,969 | $2,396+23.9% | $3,547-16.3% | $2,790+6.4% |
| Participant deferral / active EE | $7,343 | $3,437+113.7% | $4,924+49.1% | $4,249+72.8% |
| Admin fee / account holder | $5,240 | $8,912-41.2% | $10,340-49.3% | $8,951-41.5% |