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 | $106,524-20.4% | $152,301-44.3% | $87,485-3.1% |
| Participation rate | 76.3% | 75.8%+0.6pp | 82.4%-6.1pp | 68.9%+7.4pp |
| Annual return | 18.30% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $4,828 | $3,371+43.2% | $4,624+4.4% | $2,596+86.0% |
| Participant deferral / active EE | $10,815 | $6,525+65.8% | $8,004+35.1% | $4,274+153.1% |
| Admin fee / account holder | $10,578 | $8,287+27.7% | $14,398-26.5% | $7,775+36.1% |