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 | $178,174-27.9% | $156,181-17.8% | $137,256-6.4% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 10.54% | 84.19%-73.6pp | 64.87%-54.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,580 | $4,972-28.0% | $4,294-16.6% | $4,156-13.9% |
| Participant deferral / active EE | $6,964 | $6,888+1.1% | $6,132+13.6% | $6,407+8.7% |
| Admin fee / account holder | $5,470 | $17,404-68.6% | $14,586-62.5% | $12,270-55.4% |