Filed March 5, 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 | $128,791 | $150,447-14.4% | $136,298-5.5% | $147,586-12.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.57% | 1049.15%-1028.6pp | 5156.27%-5135.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $2,753 | $5,256-47.6% | $4,696-41.4% | $4,876-43.6% |
| Participant deferral / active EE | $8,309 | $6,631+25.3% | $6,247+33.0% | $5,439+52.8% |
| Admin fee / account holder | $444 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |