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 | $237,395 | $95,415+148.8% | $185,851+27.7% | $85,851+176.5% |
| Participation rate | 85.3% | 68.8%+16.5pp | 81.7%+3.6pp | 69.3%+16.0pp |
| Annual return | 17.75% | 23.59%-5.8pp | 122.11%-104.4pp | 318.63%-300.9pp |
| Employer contribution / active EE | $11,218 | $3,314+238.5% | $5,168+117.1% | $2,565+337.3% |
| Participant deferral / active EE | $8,864 | $3,424+158.9% | $5,569+59.2% | $3,952+124.3% |
| Admin fee / account holder | $31,301 | $7,215+333.8% | $16,245+92.7% | $6,261+399.9% |