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 | $200,765 | $165,381+21.4% | $149,730+34.1% | $158,966+26.3% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 21.83% | 348.29%-326.5pp | 276.70%-254.9pp | 302.95%-281.1pp |
| Employer contribution / active EE | $3,418 | $5,104-33.0% | $4,645-26.4% | $4,762-28.2% |
| Participant deferral / active EE | $11,978 | $7,182+66.8% | $6,843+75.0% | $5,983+100.2% |
| Admin fee / account holder | $2,027 | $10,809-81.2% | $9,310-78.2% | $11,250-82.0% |