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 | $81,793 | $42,910+90.6% | $60,919+34.3% | $68,490+19.4% |
| Participation rate | 76.7% | 66.8%+9.9pp | 73.1%+3.6pp | 67.9%+8.8pp |
| Annual return | -14.24% | -13.99%-0.2pp | 16.96%-31.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,720 | $2,866-5.1% | $3,814-28.7% | $4,028-32.5% |
| Admin fee / account holder | $5,298 | $3,104+70.6% | $3,228+64.1% | $5,403-1.9% |