Filed July 29, 2024 (most recent of 3 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 | $155,161 | $58,311+166.1% | $81,882+89.5% | $80,959+91.7% |
| Participation rate | 73.3% | 63.5%+9.8pp | 72.4%+0.9pp | 67.7%+5.7pp |
| Annual return | 13.94% | 41.85%-27.9pp | 779.47%-765.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $6,107 | $2,347+160.2% | $2,916+109.4% | $2,757+121.5% |
| Participant deferral / active EE | $4,447 | $3,287+35.3% | $4,323+2.9% | $4,300+3.4% |
| Admin fee / account holder | $7,427 | $4,752+56.3% | $7,360+0.9% | $6,925+7.2% |