Filed May 8, 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 | $108,856 | $100,041+8.8% | $149,718-27.3% | $70,131+55.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 60.87% | 27.43%+33.4pp | 1501.67%-1440.8pp | 73.14%-12.3pp |
| Employer contribution / active EE | $15,367 | $3,662+319.7% | $5,445+182.2% | $2,342+556.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,247 | $8,286-60.8% | $11,283-71.2% | $4,645-30.1% |