Filed November 21, 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 | $137,237 | $48,078+185.4% | $78,676+74.4% | $62,881+118.2% |
| Participation rate | 95.8% | 65.2%+30.6pp | 73.6%+22.3pp | 69.3%+26.5pp |
| Annual return | 11.56% | 31.36%-19.8pp | 62.19%-50.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,500 | $2,015+123.4% | $2,850+57.9% | $2,281+97.3% |
| Participant deferral / active EE | $9,801 | $2,587+278.8% | $3,517+178.7% | $3,203+206.0% |
| Admin fee / account holder | $7,792 | $3,206+143.1% | $4,510+72.8% | $4,296+81.4% |