Filed October 15, 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 | $25,743 | $99,032-74.0% | $80,022-67.8% | $135,379-81.0% |
| Participation rate | 77.3% | 78.4%-1.1pp | 75.8%+1.4pp | 82.6%-5.4pp |
| Annual return | -5.92% | 15.39%-21.3pp | 11.22%-17.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $3,535 | $3,043+16.2% | $2,468+43.2% | $4,779-26.0% |
| Participant deferral / active EE | $9,621 | $4,282+124.7% | $3,686+161.0% | $5,609+71.5% |
| Admin fee / account holder | $1,267 | $10,436-87.9% | $6,521-80.6% | $10,828-88.3% |