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 | $129,946 | $54,355+139.1% | $82,744+57.0% | $68,486+89.7% |
| Participation rate | 96.4% | 63.9%+32.4pp | 72.6%+23.8pp | 67.9%+28.5pp |
| Annual return | -17.86% | -13.67%-4.2pp | 702.22%-720.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,555 | $2,219+60.3% | $3,008+18.2% | $2,597+36.9% |
| Participant deferral / active EE | $3,827 | $3,246+17.9% | $4,395-12.9% | $4,028-5.0% |
| Admin fee / account holder | $3,993 | $4,397-9.2% | $5,325-25.0% | $5,404-26.1% |