Filed October 1, 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 | $128,406 | $213,785-39.9% | $185,441-30.8% | $155,188-17.3% |
| Participation rate | 94.7% | 83.2%+11.5pp | 80.3%+14.5pp | 80.8%+13.9pp |
| Annual return | 10.54% | 19.97%-9.4pp | 20.16%-9.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $3,580 | $5,393-33.6% | $4,672-23.4% | $4,248-15.7% |
| Participant deferral / active EE | $6,964 | $6,864+1.4% | $6,152+13.2% | $6,531+6.6% |
| Admin fee / account holder | $5,470 | $21,134-74.1% | $17,890-69.4% | $14,480-62.2% |