Filed February 1, 2024 (most recent of 2 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 | $134,432 | $101,798+32.1% | $165,071-18.6% | $80,935+66.1% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 13.78% | 16.73%-2.9pp | 70.17%-56.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,914 | $2,954+32.5% | $4,347-10.0% | $2,757+42.0% |
| Participant deferral / active EE | $9,027 | $4,476+101.7% | $6,035+49.6% | $4,299+110.0% |
| Admin fee / account holder | $18,849 | $8,221+129.3% | $12,695+48.5% | $6,924+172.2% |