Filed November 7, 2024 (most recent of 3 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 | $38,275 | $82,028-53.3% | $123,105-68.9% | $59,633-35.8% |
| Participation rate | 89.1% | 83.2%+5.9pp | 86.8%+2.3pp | 68.7%+20.4pp |
| Annual return | 8.25% | 5.12%+3.1pp | 13.22%-5.0pp | 2041.45%-2033.2pp |
| Employer contribution / active EE | $2,019 | $3,297-38.8% | $5,151-60.8% | $2,203-8.3% |
| Participant deferral / active EE | $4,033 | $4,667-13.6% | $6,229-35.3% | $3,192+26.3% |
| Admin fee / account holder | $6,033 | $5,879+2.6% | $9,014-33.1% | $4,297+40.4% |