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 | $78,690+150.7% | $161,489+22.2% | $87,485+125.5% |
| Participation rate | 94.4% | 67.5%+27.0pp | 78.7%+15.7pp | 68.9%+25.5pp |
| Annual return | 16.44% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $15,918 | $2,588+515.0% | $4,268+272.9% | $2,596+513.1% |
| Participant deferral / active EE | $14,475 | $3,311+337.2% | $5,630+157.1% | $4,274+238.7% |
| Admin fee / account holder | $35,627 | $6,724+429.9% | $16,006+122.6% | $7,775+358.2% |