Filed March 15, 2024 (most recent of 4 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 | $197,298 | $76,407+158.2% | $150,298+31.3% | $82,448+139.3% |
| Participation rate | 94.4% | 66.4%+28.0pp | 77.8%+16.7pp | 68.1%+26.4pp |
| Annual return | 16.44% | 39.99%-23.6pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $15,918 | $2,614+508.9% | $4,154+283.2% | $2,551+524.0% |
| Participant deferral / active EE | $14,475 | $3,214+350.3% | $5,453+165.5% | $4,139+249.7% |
| Admin fee / account holder | $35,627 | $6,352+460.9% | $14,116+152.4% | $7,234+392.5% |