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 | $51,638+28.0% | $68,368-3.3% | $82,448-19.8% |
| Participation rate | 94.7% | 63.6%+31.1pp | 73.8%+21.0pp | 68.1%+26.7pp |
| Annual return | 16.98% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,969 | $2,047+45.1% | $2,649+12.1% | $2,551+16.4% |
| Participant deferral / active EE | $7,343 | $2,914+152.0% | $4,123+78.1% | $4,139+77.4% |
| Admin fee / account holder | $5,240 | $4,643+12.8% | $5,150+1.8% | $7,234-27.6% |