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 | $127,218 | $54,757+132.3% | $90,304+40.9% | $72,975+74.3% |
| Participation rate | 90.2% | 65.2%+25.0pp | 73.3%+16.9pp | 69.5%+20.7pp |
| Annual return | 23.80% | 30.63%-6.8pp | 78.13%-54.3pp | 81.01%-57.2pp |
| Employer contribution / active EE | $3,052 | $2,093+45.8% | $2,855+6.9% | $2,440+25.1% |
| Participant deferral / active EE | $3,085 | $2,887+6.8% | $3,885-20.6% | $3,608-14.5% |
| Admin fee / account holder | $21,511 | $3,973+441.4% | $5,354+301.8% | $5,124+319.8% |