Filed October 1, 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 | $73,374 | $69,541+5.5% | $59,899+22.5% | $135,380-45.8% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.7%+20.3pp | 82.6%+12.4pp |
| Annual return | 3.63% | 7.95%-4.3pp | 3.46%+0.2pp | 519.81%-516.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,608 | $4,206-38.0% | $3,402-23.3% | $5,609-53.5% |
| Admin fee / account holder | $23,429 | $5,737+308.4% | $3,592+552.2% | $10,828+116.4% |