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 | $141,907 | $135,639+4.6% | $110,241+28.7% | $135,382+4.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 1.62% | 513.21%-511.6pp | 314.75%-313.1pp | 519.77%-518.2pp |
| Employer contribution / active EE | $2,314 | $4,907-52.8% | $3,827-39.5% | $4,779-51.6% |
| Participant deferral / active EE | $4,566 | $5,507-17.1% | $4,672-2.3% | $5,609-18.6% |
| Admin fee / account holder | $12,091 | $11,457+5.5% | $8,548+41.5% | $10,829+11.7% |