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 | $58,234+166.4% | $81,783+89.7% | $80,874+91.9% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.4%+1.0pp | 67.6%+5.7pp |
| Annual return | 13.94% | 41.70%-27.8pp | 775.05%-761.1pp | 35.62%-21.7pp |
| Employer contribution / active EE | $6,107 | $2,341+160.8% | $2,913+109.7% | $2,756+121.6% |
| Participant deferral / active EE | $4,447 | $3,283+35.5% | $4,320+2.9% | $4,297+3.5% |
| Admin fee / account holder | $7,427 | $4,982+49.1% | $7,380+0.6% | $6,935+7.1% |