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 | $142,252 | $60,128+136.6% | $90,440+57.3% | $79,852+78.1% |
| Participation rate | 85.1% | 65.0%+20.1pp | 72.7%+12.4pp | 69.6%+15.5pp |
| Annual return | 16.17% | 71.95%-55.8pp | 1294.38%-1278.2pp | 31.72%-15.6pp |
| Employer contribution / active EE | $3,528 | $2,068+70.6% | $3,263+8.1% | $2,471+42.8% |
| Participant deferral / active EE | $3,655 | $2,939+24.4% | $3,964-7.8% | $3,740-2.3% |
| Admin fee / account holder | $7,222 | $3,977+81.6% | $5,615+28.6% | $5,306+36.1% |