Filed January 18, 2024 (most recent of 10 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 | $31,236 | $57,330-45.5% | $86,656-64.0% | $75,177-58.5% |
| Participation rate | 73.6% | 63.2%+10.4pp | 71.7%+1.9pp | 67.2%+6.4pp |
| Annual return | 31.99% | 2675.40%-2643.4pp | 593.09%-561.1pp | 160.75%-128.8pp |
| Employer contribution / active EE | $4,463 | $2,316+92.7% | $3,025+47.5% | $2,671+67.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,380 | $4,115+79.4% | $5,619+31.3% | $5,651+30.6% |