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 | $223,967 | $57,330+290.7% | $86,656+158.5% | $75,177+197.9% |
| Participation rate | 88.7% | 63.2%+25.5pp | 71.7%+17.0pp | 67.2%+21.5pp |
| Annual return | 19.00% | 2675.40%-2656.4pp | 593.09%-574.1pp | 160.75%-141.8pp |
| Employer contribution / active EE | $4,407 | $2,316+90.3% | $3,025+45.7% | $2,671+65.0% |
| Participant deferral / active EE | $12,659 | $3,320+281.3% | $4,439+185.2% | $4,126+206.8% |
| Admin fee / account holder | $10,230 | $4,115+148.6% | $5,619+82.1% | $5,651+81.0% |