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 | $92,263 | $49,255+87.3% | $70,494+30.9% | $79,856+15.5% |
| Participation rate | 85.7% | 69.2%+16.6pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 16.32% | 30.10%-13.8pp | 109.16%-92.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,184 | $2,768-21.1% | $3,711-41.1% | $3,741-41.6% |
| Admin fee / account holder | $572 | $2,879-80.1% | $3,848-85.1% | $5,306-89.2% |