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 | $111,168 | $54,355+104.5% | $82,744+34.4% | $68,486+62.3% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -19.51% | -13.67%-5.8pp | 702.22%-721.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $11,888 | $2,219+435.8% | $3,008+295.2% | $2,597+357.8% |
| Participant deferral / active EE | $6,160 | $3,246+89.7% | $4,395+40.2% | $4,028+52.9% |
| Admin fee / account holder | $9,222 | $4,397+109.8% | $5,325+73.2% | $5,404+70.7% |