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 | $36,772 | $60,139-38.9% | $90,461-59.4% | $79,856-54.0% |
| Participation rate | 95.0% | 65.0%+30.0pp | 72.7%+22.3pp | 69.6%+25.4pp |
| Annual return | 19.12% | 71.96%-52.8pp | 1294.76%-1275.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,540 | $2,069+22.8% | $3,264-22.2% | $2,471+2.8% |
| Participant deferral / active EE | $5,779 | $2,939+96.6% | $3,964+45.8% | $3,741+54.5% |
| Admin fee / account holder | $868 | $3,978-78.2% | $5,617-84.6% | $5,306-83.6% |