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 | $134,708 | $50,554+166.5% | $67,681+99.0% | $87,485+54.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.64% | 17.81%-6.2pp | 590.58%-578.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $4,733 | $1,988+138.0% | $2,678+76.7% | $2,596+82.3% |
| Participant deferral / active EE | $2,028 | $2,961-31.5% | $3,976-49.0% | $4,274-52.5% |
| Admin fee / account holder | $18,510 | $4,132+347.9% | $6,100+203.5% | $7,775+138.1% |