Filed April 19, 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 | $152,646 | $58,311+161.8% | $81,882+86.4% | $80,959+88.5% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 12.60% | 41.85%-29.3pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $15,042 | $2,347+541.0% | $2,916+415.8% | $2,757+445.6% |
| Participant deferral / active EE | $8,971 | $3,287+172.9% | $4,323+107.5% | $4,300+108.6% |
| Admin fee / account holder | $2,592 | $4,752-45.5% | $7,360-64.8% | $6,925-62.6% |