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 | $29,306 | $98,776-70.3% | $149,745-80.4% | $79,856-63.3% |
| Participation rate | 84.4% | 75.8%+8.7pp | 82.5%+2.0pp | 69.6%+14.8pp |
| Annual return | 12.41% | 27.38%-15.0pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,553 | $5,681+156.1% | $6,843+112.7% | $3,741+289.0% |
| Admin fee / account holder | $3,993 | $6,053-34.0% | $9,312-57.1% | $5,306-24.7% |