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 | $96,855 | $53,837+79.9% | $75,714+27.9% | $85,847+12.8% |
| Participation rate | 82.8% | 69.1%+13.7pp | 74.8%+7.9pp | 69.3%+13.4pp |
| Annual return | 12.97% | 24.54%-11.6pp | 104.62%-91.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,940 | $2,895+1.5% | $3,820-23.0% | $3,952-25.6% |
| Admin fee / account holder | $1,964 | $3,339-41.2% | $3,619-45.7% | $6,261-68.6% |