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 | $162,978 | $53,127+206.8% | $86,587+88.2% | $70,131+132.4% |
| Participation rate | 86.1% | 65.3%+20.8pp | 73.5%+12.6pp | 69.5%+16.6pp |
| Annual return | 22.47% | 27.66%-5.2pp | 964.86%-942.4pp | 73.14%-50.7pp |
| Employer contribution / active EE | $3,285 | $2,068+58.8% | $2,839+15.7% | $2,342+40.2% |
| Participant deferral / active EE | $9,450 | $2,696+250.5% | $3,609+161.9% | $3,332+183.6% |
| Admin fee / account holder | $17,638 | $3,585+391.9% | $4,906+259.5% | $4,645+279.7% |