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 | $96,643+0.4% | $86,617+12.0% | $139,456-30.4% |
| Participation rate | 95.2% | 74.4%+20.8pp | 71.7%+23.5pp | 80.3%+14.9pp |
| Annual return | 18.07% | 106.57%-88.5pp | 591.91%-573.8pp | 373.45%-355.4pp |
| Employer contribution / active EE | $8,513 | $3,264+160.8% | $3,023+181.6% | $4,753+79.1% |
| Participant deferral / active EE | $6,722 | $4,835+39.0% | $4,437+51.5% | $6,711+0.2% |
| Admin fee / account holder | $6,407 | $6,4060% | $5,613+14.2% | $11,407-43.8% |