Filed December 12, 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 | $20,657 | $77,817-73.5% | $123,553-83.3% | $64,173-67.8% |
| Participation rate | 75.6% | 74.7%+0.9pp | 82.3%-6.7pp | 69.6%+6.0pp |
| Annual return | -7.27% | 12.49%-19.8pp | 119.21%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,607 | $5,240+45.2% | $6,426+18.4% | $3,470+119.2% |
| Admin fee / account holder | $1,665 | $5,519-69.8% | $9,284-82.1% | $4,887-65.9% |