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 | $134,708 | $51,184+163.2% | $66,439+102.8% | $86,983+54.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 11.64% | 17.07%-5.4pp | 757.66%-746.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $4,733 | $2,023+134.0% | $2,637+79.5% | $2,584+83.1% |
| Participant deferral / active EE | $2,028 | $2,927-30.7% | $3,876-47.7% | $4,194-51.6% |
| Admin fee / account holder | $18,510 | $4,154+345.6% | $6,173+199.8% | $7,856+135.6% |