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 | $74,138 | $122,042-39.3% | $184,260-59.8% | $74,459-0.4% |
| Participation rate | 87.9% | 85.5%+2.4pp | 86.8%+1.0pp | 67.2%+20.6pp |
| Annual return | 12.93% | 19.91%-7.0pp | 28.84%-15.9pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $2,738 | $4,537-39.7% | $6,427-57.4% | $2,626+4.3% |
| Participant deferral / active EE | $4,965 | $7,143-30.5% | $9,133-45.6% | $4,350+14.2% |
| Admin fee / account holder | $7,097 | $1,252+466.8% | $13,898-48.9% | $1,945+264.9% |