Filed December 10, 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 | $105,754 | $160,040-33.9% | $147,096-28.1% | $145,877-27.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $21,465 | $5,289+305.8% | $4,936+334.9% | $4,663+360.3% |
| Participant deferral / active EE | $14,406 | $8,429+70.9% | $8,071+78.5% | $6,691+115.3% |
| Admin fee / account holder | $16,502 | $15,050+9.7% | $13,005+26.9% | $13,402+23.1% |