Filed February 11, 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 | $115,540 | $60,139+92.1% | $90,461+27.7% | $79,856+44.7% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 11.08% | 71.96%-60.9pp | 1294.76%-1283.7pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,258 | $2,069+57.5% | $3,264-0.2% | $2,471+31.8% |
| Participant deferral / active EE | $7,662 | $2,939+160.7% | $3,964+93.3% | $3,741+104.8% |
| Admin fee / account holder | $18,857 | $3,978+374.0% | $5,617+235.7% | $5,306+255.4% |