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 | $110,703 | $45,152+145.2% | $73,836+49.9% | $59,633+85.6% |
| Participation rate | 93.2% | 64.0%+29.2pp | 73.4%+19.7pp | 68.7%+24.5pp |
| Annual return | -1.47% | 27.40%-28.9pp | 2268.06%-2269.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,927 | $1,901+54.0% | $2,787+5.0% | $2,203+32.9% |
| Participant deferral / active EE | $2,913 | $2,573+13.2% | $3,583-18.7% | $3,192-8.7% |
| Admin fee / account holder | $7,137 | $3,515+103.1% | $4,882+46.2% | $4,297+66.1% |