Filed May 2, 2024 (most recent of 6 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 | $92,291 | $72,272+27.7% | $101,264-8.9% | $79,858+15.6% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 15.92% | 22.30%-6.4pp | 46.48%-30.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $3,109 | $2,692+15.5% | $3,660-15.1% | $2,471+25.8% |
| Participant deferral / active EE | $6,382 | $3,282+94.5% | $4,370+46.0% | $3,740+70.6% |
| Admin fee / account holder | $4,640 | $4,401+5.4% | $5,947-22.0% | $5,306-12.5% |