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 | $209,743 | $60,139+248.8% | $90,461+131.9% | $79,856+162.7% |
| Participation rate | 94.4% | 65.0%+29.4pp | 72.7%+21.7pp | 69.6%+24.7pp |
| Annual return | 20.82% | 71.96%-51.1pp | 1294.76%-1273.9pp | 31.71%-10.9pp |
| Employer contribution / active EE | $3,723 | $2,069+80.0% | $3,264+14.1% | $2,471+50.7% |
| Participant deferral / active EE | $10,742 | $2,939+265.5% | $3,964+171.0% | $3,741+187.2% |
| Admin fee / account holder | $5,438 | $3,978+36.7% | $5,617-3.2% | $5,306+2.5% |