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 | $112,681 | $53,837+109.3% | $75,714+48.8% | $85,847+31.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.66% | 24.54%-10.9pp | 104.62%-91.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $3,624 | $2,017+79.6% | $2,744+32.1% | $2,565+41.3% |
| Participant deferral / active EE | $1,553 | $2,895-46.4% | $3,820-59.3% | $3,952-60.7% |
| Admin fee / account holder | $2,424 | $3,339-27.4% | $3,619-33.0% | $6,261-61.3% |