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 | $200,091 | $91,198+119.4% | $178,503+12.1% | $79,856+150.6% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.8pp | 69.6%+20.1pp |
| Annual return | 11.68% | 24.20%-12.5pp | 151.12%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $10,926 | $3,257+235.5% | $5,011+118.0% | $2,471+342.1% |
| Participant deferral / active EE | $8,401 | $3,237+159.6% | $5,202+61.5% | $3,741+124.6% |
| Admin fee / account holder | $763 | $6,748-88.7% | $13,987-94.5% | $5,306-85.6% |