Filed November 18, 2024 (most recent of 2 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 | $159,747 | $91,537+74.5% | $130,045+22.8% | $75,173+112.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.51% | -631.55%+650.1pp | -137.30%+155.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $16,614 | $2,845+484.0% | $4,321+284.5% | $2,671+522.0% |
| Participant deferral / active EE | $18,341 | $4,343+322.3% | $5,820+215.1% | $4,126+344.5% |
| Admin fee / account holder | $15,417 | $6,780+127.4% | $10,600+45.4% | $5,651+172.8% |