Filed December 2, 2024
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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 | $66,129 | $81,476-18.8% | $102,383-35.4% | $80,925-18.3% |
| Participation rate | 92.5% | 66.8%+25.7pp | 74.5%+18.0pp | 67.7%+24.9pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $32,017 | $3,105+931.2% | $3,870+727.2% | $2,756+1061.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,020,388 | $6,717+15090.1% | $8,391+12060.0% | $6,940+14602.8% |