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 | $58,241+162.1% | $81,780+86.7% | $80,911+88.7% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 12.60% | 41.73%-29.1pp | 776.27%-763.7pp | 35.63%-23.0pp |
| Employer contribution / active EE | $15,042 | $2,343+541.9% | $2,914+416.2% | $2,756+445.8% |
| Participant deferral / active EE | $8,971 | $3,283+173.3% | $4,321+107.6% | $4,297+108.8% |
| Admin fee / account holder | $2,592 | $4,973-47.9% | $7,384-64.9% | $6,935-62.6% |