Filed January 26, 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 | $171,330 | $65,704+160.8% | $94,229+81.8% | $59,633+187.3% |
| Participation rate | 96.2% | 72.1%+24.1pp | 78.8%+17.5pp | 68.7%+27.6pp |
| Annual return | 29.97% | 5.22%+24.7pp | 10.68%+19.3pp | 2041.45%-2011.5pp |
| Employer contribution / active EE | $10,591 | $2,021+424.2% | $3,587+195.3% | $2,203+380.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,385 | $4,265+143.5% | $6,269+65.6% | $4,297+141.7% |