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 | $123,424 | $48,078+156.7% | $78,676+56.9% | $62,881+96.3% |
| Participation rate | 83.6% | 65.2%+18.4pp | 73.6%+10.1pp | 69.3%+14.3pp |
| Annual return | 5.53% | 31.36%-25.8pp | 62.19%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,350 | $2,015+16.7% | $2,850-17.5% | $2,281+3.0% |
| Participant deferral / active EE | $2,441 | $2,587-5.7% | $3,517-30.6% | $3,203-23.8% |
| Admin fee / account holder | $4,859 | $3,206+51.6% | $4,510+7.7% | $4,296+13.1% |