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 | $59,478 | $58,258+2.1% | $81,820-27.3% | $80,925-26.5% |
| Participation rate | 85.5% | 63.5%+22.0pp | 72.4%+13.1pp | 67.7%+17.8pp |
| Annual return | 13.28% | 41.76%-28.5pp | 777.93%-764.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,563 | $2,345+9.3% | $2,915-12.1% | $2,756-7.0% |
| Participant deferral / active EE | $6,580 | $3,284+100.4% | $4,323+52.2% | $4,299+53.1% |
| Admin fee / account holder | $7,806 | $4,976+56.9% | $7,391+5.6% | $6,940+12.5% |