Filed December 21, 2023 (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 | $98,973 | $65,434+51.3% | $98,483+0.5% | $85,847+15.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.24% | 21.75%-4.5pp | 1494.38%-1477.1pp | 318.61%-301.4pp |
| Employer contribution / active EE | $6,942 | $2,169+220.1% | $2,961+134.5% | $2,565+170.6% |
| Participant deferral / active EE | $5,716 | $3,168+80.4% | $4,276+33.7% | $3,952+44.6% |
| Admin fee / account holder | $1,685 | $4,595-63.3% | $5,953-71.7% | $6,261-73.1% |