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 | $55,457+142.9% | $77,361+74.1% | $94,015+43.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.64% | 15.57%-3.9pp | 1011.54%-999.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $4,733 | $2,255+109.9% | $2,990+58.3% | $2,790+69.6% |
| Participant deferral / active EE | $2,028 | $3,069-33.9% | $3,911-48.1% | $4,249-52.3% |
| Admin fee / account holder | $18,510 | $4,334+327.1% | $5,894+214.1% | $8,951+106.8% |