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 | $42,454 | $81,208-47.7% | $98,920-57.1% | $79,852-46.8% |
| Participation rate | 81.1% | 72.5%+8.5pp | 76.0%+5.0pp | 69.6%+11.4pp |
| Annual return | 43.78% | 60.99%-17.2pp | 196.47%-152.7pp | 31.72%+12.1pp |
| Employer contribution / active EE | $3,495 | $1,960+78.3% | $2,689+29.9% | $2,471+41.4% |
| Participant deferral / active EE | $8,707 | $3,265+166.7% | $4,245+105.1% | $3,740+132.8% |
| Admin fee / account holder | $3,021 | $6,013-49.8% | $6,643-54.5% | $5,306-43.1% |