Filed February 16, 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 | $33,006 | $52,279-36.9% | $89,400-63.1% | $79,858-58.7% |
| Participation rate | 98.8% | 57.5%+41.3pp | 68.0%+30.8pp | 69.6%+29.2pp |
| Annual return | 14.02% | 22.16%-8.1pp | 245.64%-231.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $2,214 | $1,572+40.9% | $2,586-14.4% | $2,471-10.4% |
| Participant deferral / active EE | $3,134 | $2,740+14.4% | $3,890-19.5% | $3,740-16.2% |
| Admin fee / account holder | $965 | $3,356-71.2% | $4,882-80.2% | $5,306-81.8% |