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 | $59,961 | $102,422-41.5% | $147,117-59.2% | $80,959-25.9% |
| Participation rate | 77.5% | 75.9%+1.6pp | 82.2%-4.7pp | 67.7%+9.8pp |
| Annual return | 22.43% | 135.16%-112.7pp | 420.54%-398.1pp | 35.67%-13.2pp |
| Employer contribution / active EE | $4,979 | $3,717+33.9% | $4,932+0.9% | $2,757+80.6% |
| Participant deferral / active EE | $11,004 | $6,652+65.4% | $8,065+36.5% | $4,300+155.9% |
| Admin fee / account holder | $1,145 | $7,953-85.6% | $12,993-91.2% | $6,925-83.5% |