Filed April 3, 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 | $84,814 | $106,749-20.5% | $145,433-41.7% | $82,448+2.9% |
| Participation rate | 76.3% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.2pp |
| Annual return | 18.30% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,828 | $3,444+40.2% | $4,554+6.0% | $2,551+89.3% |
| Participant deferral / active EE | $10,815 | $6,519+65.9% | $7,897+36.9% | $4,139+161.3% |
| Admin fee / account holder | $10,578 | $8,390+26.1% | $13,129-19.4% | $7,234+46.2% |