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 | $56,848 | $93,617-39.3% | $135,982-58.2% | $75,177-24.4% |
| Participation rate | 70.3% | 75.2%-4.9pp | 81.9%-11.7pp | 67.2%+3.1pp |
| Annual return | 18.01% | 30.89%-12.9pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $2,478 | $3,538-30.0% | $4,859-49.0% | $2,671-7.2% |
| Participant deferral / active EE | $3,081 | $6,406-51.9% | $7,760-60.3% | $4,126-25.3% |
| Admin fee / account holder | $1,343 | $6,980-80.8% | $10,767-87.5% | $5,651-76.2% |