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 | $118,909 | $46,534+155.5% | $64,097+85.5% | $75,177+58.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.59% | 26.07%-10.5pp | 33.75%-18.2pp | 160.75%-145.2pp |
| Employer contribution / active EE | $4,699 | $1,976+137.8% | $2,750+70.9% | $2,671+75.9% |
| Participant deferral / active EE | $2,014 | $2,835-29.0% | $3,881-48.1% | $4,126-51.2% |
| Admin fee / account holder | $6,606 | $2,957+123.4% | $3,070+115.2% | $5,651+16.9% |