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 | $97,004 | $96,678+0.3% | $86,640+12.0% | $139,466-30.4% |
| Participation rate | 95.2% | 74.4%+20.8pp | 71.7%+23.5pp | 80.3%+14.9pp |
| Annual return | 18.07% | 106.69%-88.6pp | 592.52%-574.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $8,513 | $3,265+160.7% | $3,024+181.5% | $4,754+79.1% |
| Participant deferral / active EE | $6,722 | $4,837+39.0% | $4,438+51.4% | $6,712+0.1% |
| Admin fee / account holder | $6,407 | $6,4100% | $5,616+14.1% | $11,409-43.8% |