Filed December 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 | $44,986 | $102,422-56.1% | $147,117-69.4% | $80,959-44.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 14.14% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $8,362 | $3,717+124.9% | $4,932+69.5% | $2,757+203.3% |
| Participant deferral / active EE | $4,860 | $6,652-26.9% | $8,065-39.7% | $4,300+13.0% |
| Admin fee / account holder | $8,382 | $7,953+5.4% | $12,993-35.5% | $6,925+21.0% |