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 | $88,528 | $39,132+126.2% | $57,196+54.8% | $62,881+40.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.95% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,749 | $1,874+100.1% | $2,683+39.7% | $2,281+64.4% |
| Participant deferral / active EE | $1,607 | $2,374-32.3% | $3,096-48.1% | $3,203-49.8% |
| Admin fee / account holder | $6,922 | $2,594+166.8% | $3,141+120.4% | $4,296+61.1% |