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 | $49,274 | $65,434-24.7% | $98,483-50.0% | $85,847-42.6% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.3%+24.2pp | 69.3%+28.2pp |
| Annual return | 16.82% | 21.75%-4.9pp | 1494.38%-1477.6pp | 318.61%-301.8pp |
| Employer contribution / active EE | $2,577 | $2,169+18.8% | $2,961-12.9% | $2,565+0.5% |
| Participant deferral / active EE | $5,866 | $3,168+85.2% | $4,276+37.2% | $3,952+48.4% |
| Admin fee / account holder | $579 | $4,595-87.4% | $5,953-90.3% | $6,261-90.8% |