Filed October 30, 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 | $19,507 | $49,177-60.3% | $79,466-75.5% | $64,173-69.6% |
| Participation rate | 70.9% | 65.0%+5.9pp | 73.3%-2.4pp | 69.6%+1.3pp |
| Annual return | 7.82% | -1.16%+9.0pp | 718.28%-710.5pp | 7.63%+0.2pp |
| Employer contribution / active EE | $442 | $2,076-78.7% | $2,800-84.2% | $2,381-81.4% |
| Participant deferral / active EE | $1,482 | $2,821-47.5% | $3,704-60.0% | $3,470-57.3% |
| Admin fee / account holder | $1,827 | $3,839-52.4% | $5,104-64.2% | $4,887-62.6% |