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 | $98,618 | $42,910+129.8% | $60,919+61.9% | $68,490+44.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.38% | -13.99%+0.6pp | 16.96%-30.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $3,678 | $1,978+85.9% | $2,704+36.0% | $2,597+41.6% |
| Participant deferral / active EE | $1,576 | $2,866-45.0% | $3,814-58.7% | $4,028-60.9% |
| Admin fee / account holder | $8,665 | $3,104+179.1% | $3,228+168.5% | $5,403+60.4% |