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 | $51,849 | $113,935-54.5% | $94,224-45.0% | $125,393-58.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 53.58% | 5.29%+48.3pp | 10.68%+42.9pp | 282.23%-228.7pp |
| Employer contribution / active EE | $3,325 | $4,727-29.7% | $3,587-7.3% | $4,866-31.7% |
| Participant deferral / active EE | $7,072 | $5,179+36.6% | $4,320+63.7% | $5,351+32.1% |
| Admin fee / account holder | $565 | $8,391-93.3% | $6,269-91.0% | $9,541-94.1% |