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 | $114,791 | $45,050+154.8% | $63,018+82.2% | $70,126+63.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.90% | 18.76%-3.9pp | 87.62%-72.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $3,306 | $2,052+61.1% | $2,761+19.8% | $2,343+41.1% |
| Participant deferral / active EE | $1,417 | $2,466-42.5% | $3,330-57.4% | $3,332-57.5% |
| Admin fee / account holder | $4,766 | $2,834+68.2% | $3,601+32.4% | $4,645+2.6% |