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 | $139,953 | $57,312+144.2% | $86,617+61.6% | $75,181+86.2% |
| Participation rate | 85.5% | 63.2%+22.3pp | 71.7%+13.8pp | 67.2%+18.3pp |
| Annual return | 19.94% | 2672.78%-2652.8pp | 591.91%-572.0pp | 160.69%-140.7pp |
| Employer contribution / active EE | $4,103 | $2,315+77.2% | $3,023+35.7% | $2,671+53.6% |
| Participant deferral / active EE | $4,656 | $3,319+40.3% | $4,437+4.9% | $4,126+12.9% |
| Admin fee / account holder | $2,731 | $4,114-33.6% | $5,613-51.3% | $5,650-51.7% |