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 | $181,962 | $54,763+232.3% | $90,324+101.5% | $72,976+149.3% |
| Participation rate | 95.5% | 65.2%+30.3pp | 73.3%+22.2pp | 69.5%+26.0pp |
| Annual return | 20.71% | 30.63%-9.9pp | 78.15%-57.4pp | 81.02%-60.3pp |
| Employer contribution / active EE | $3,834 | $2,093+83.1% | $2,856+34.2% | $2,440+57.1% |
| Participant deferral / active EE | $10,416 | $2,887+260.8% | $3,885+168.1% | $3,608+188.7% |
| Admin fee / account holder | $13,764 | $3,973+246.4% | $5,356+157.0% | $5,124+168.6% |