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 | $187,430 | $54,370+244.7% | $82,763+126.5% | $68,490+173.7% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.2pp |
| Annual return | -15.68% | -13.67%-2.0pp | 702.45%-718.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,058 | $2,219+82.9% | $3,008+34.9% | $2,597+56.3% |
| Participant deferral / active EE | $11,703 | $3,247+260.4% | $4,395+166.3% | $4,028+190.6% |
| Admin fee / account holder | $19,053 | $4,398+333.2% | $5,325+257.8% | $5,403+252.6% |