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 | $167,250 | $75,962+120.2% | $154,108+8.5% | $64,173+160.6% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | 12.31% | 30.32%-18.0pp | 735.21%-722.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $11,201 | $3,350+234.4% | $5,298+111.4% | $2,381+370.5% |
| Participant deferral / active EE | $7,519 | $3,175+136.8% | $5,081+48.0% | $3,470+116.7% |
| Admin fee / account holder | $20,839 | $5,589+272.9% | $13,411+55.4% | $4,887+326.4% |