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 | $95,112 | $43,344+119.4% | $59,899+58.8% | $64,173+48.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.77% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,904 | $2,030+92.4% | $2,723+43.4% | $2,381+64.0% |
| Participant deferral / active EE | $1,673 | $2,547-34.3% | $3,402-50.8% | $3,470-51.8% |
| Admin fee / account holder | $8,129 | $3,008+170.2% | $3,592+126.3% | $4,887+66.3% |