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 | $76,683 | $137,414-44.2% | $189,537-59.5% | $85,847-10.7% |
| Participation rate | 72.0% | 84.6%-12.6pp | 87.8%-15.8pp | 69.3%+2.7pp |
| Annual return | 24.59% | 38.14%-13.6pp | 555.34%-530.7pp | 318.61%-294.0pp |
| Employer contribution / active EE | $1,917 | $4,344-55.9% | $6,161-68.9% | $2,565-25.3% |
| Participant deferral / active EE | $4,171 | $6,260-33.4% | $8,220-49.3% | $3,952+5.5% |
| Admin fee / account holder | $6,702 | $8,630-22.3% | $12,048-44.4% | $6,261+7.1% |