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 | $239,334 | $65,434+265.8% | $98,483+143.0% | $85,847+178.8% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.3%+27.8pp |
| Annual return | 16.23% | 21.75%-5.5pp | 1494.38%-1478.2pp | 318.61%-302.4pp |
| Employer contribution / active EE | $3,837 | $2,169+76.9% | $2,961+29.6% | $2,565+49.6% |
| Participant deferral / active EE | $11,751 | $3,168+270.9% | $4,276+174.8% | $3,952+197.3% |
| Admin fee / account holder | $14,671 | $4,595+219.3% | $5,953+146.5% | $6,261+134.3% |