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 | $82,701 | $77,449+6.8% | $69,483+19.0% | $152,909-45.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 20.57% | 39.09%-18.5pp | 28.99%-8.4pp | 345.46%-324.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,413 | $4,415-45.3% | $3,537-31.8% | $5,851-58.8% |
| Admin fee / account holder | $2,549 | $6,210-59.0% | $3,841-33.6% | $11,601-78.0% |