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 | $58,258+166.3% | $81,820+89.6% | $80,925+91.7% |
| Participation rate | 73.3% | 63.5%+9.9pp | 72.4%+0.9pp | 67.7%+5.7pp |
| Annual return | 13.94% | 41.76%-27.8pp | 777.93%-764.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $6,107 | $2,345+160.4% | $2,915+109.5% | $2,756+121.6% |
| Participant deferral / active EE | $4,447 | $3,284+35.4% | $4,323+2.9% | $4,299+3.5% |
| Admin fee / account holder | $7,427 | $4,976+49.2% | $7,391+0.5% | $6,940+7.0% |