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 | $184,014-30.2% | $161,149-20.3% | $138,895-7.6% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.8%+15.9pp | 79.9%+14.8pp |
| Annual return | 10.54% | 21.52%-11.0pp | 21.16%-10.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $3,580 | $5,055-29.2% | $4,360-17.9% | $4,194-14.6% |
| Participant deferral / active EE | $6,964 | $6,909+0.8% | $6,153+13.2% | $6,396+8.9% |
| Admin fee / account holder | $5,470 | $18,027-69.7% | $15,194-64.0% | $12,562-56.5% |