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 | $139,130 | $53,127+161.9% | $86,597+60.7% | $70,131+98.4% |
| Participation rate | 87.3% | 65.3%+22.0pp | 73.5%+13.7pp | 69.5%+17.7pp |
| Annual return | 13.48% | 27.66%-14.2pp | 964.96%-951.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,628 | $2,068+27.1% | $2,840-7.5% | $2,342+12.2% |
| Participant deferral / active EE | $2,805 | $2,696+4.0% | $3,609-22.3% | $3,332-15.8% |
| Admin fee / account holder | $2,137 | $3,585-40.4% | $4,906-56.4% | $4,645-54.0% |