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 | $186,314 | $81,331+129.1% | $155,534+19.8% | $80,935+130.2% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 20.62% | 33.37%-12.8pp | 64.92%-44.3pp | 35.66%-15.0pp |
| Employer contribution / active EE | $13,909 | $3,105+348.0% | $4,675+197.5% | $2,757+404.5% |
| Participant deferral / active EE | $11,969 | $3,454+246.5% | $5,630+112.6% | $4,299+178.4% |
| Admin fee / account holder | $65,595 | $7,999+720.0% | $15,900+312.6% | $6,924+847.3% |