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 | $126,758 | $57,305+121.2% | $86,640+46.3% | $75,173+68.6% |
| Participation rate | 89.3% | 63.2%+26.1pp | 71.7%+17.6pp | 67.2%+22.1pp |
| Annual return | 16.11% | 2674.24%-2658.1pp | 592.52%-576.4pp | 160.72%-144.6pp |
| Employer contribution / active EE | $12,232 | $2,316+428.1% | $3,024+304.4% | $2,671+357.9% |
| Participant deferral / active EE | $6,865 | $3,320+106.8% | $4,438+54.7% | $4,126+66.4% |
| Admin fee / account holder | $9,070 | $4,116+120.4% | $5,616+61.5% | $5,651+60.5% |