Filed December 20, 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 | $136,971 | $97,729+40.2% | $83,830+63.4% | $135,379+1.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -8.68% | 1287.52%-1296.2pp | 850.97%-859.7pp | 519.79%-528.5pp |
| Employer contribution / active EE | $8,541 | $4,222+102.3% | $3,631+135.2% | $4,779+78.7% |
| Participant deferral / active EE | $10,961 | $4,683+134.1% | $4,082+168.5% | $5,609+95.4% |
| Admin fee / account holder | $722 | $6,674-89.2% | $5,479-86.8% | $10,828-93.3% |