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 | $50,568 | $94,529-46.5% | $140,019-63.9% | $64,173-21.2% |
| Participation rate | 73.4% | 84.1%-10.6pp | 87.5%-14.1pp | 69.6%+3.9pp |
| Annual return | -4.63% | 7.77%-12.4pp | 651.17%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,832 | $3,812-51.9% | $5,605-67.3% | $2,381-23.0% |
| Participant deferral / active EE | $4,133 | $5,250-21.3% | $6,927-40.3% | $3,470+19.1% |
| Admin fee / account holder | $6,316 | $6,741-6.3% | $10,705-41.0% | $4,887+29.2% |