Filed January 26, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $214,267 | $78,707+172.2% | $117,861+81.8% | $70,126+205.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 47.34% | 23.30%+24.0pp | 335.11%-287.8pp | 73.15%-25.8pp |
| Employer contribution / active EE | $8,006 | $2,223+260.1% | $3,786+111.4% | $2,343+241.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $22,532 | $5,066+344.8% | $8,021+180.9% | $4,645+385.0% |