Filed September 11, 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 | $88,236 | $65,712+34.3% | $57,196+54.3% | $273,973-67.8% |
| Participation rate | 93.8% | 78.3%+15.4pp | 75.3%+18.4pp | 83.0%+10.7pp |
| Annual return | 2.04% | 22.01%-20.0pp | 14.59%-12.6pp | 41.46%-39.4pp |
| Employer contribution / active EE | $3,811 | $3,280+16.2% | $2,683+42.0% | $4,869-21.7% |
| Participant deferral / active EE | $6,040 | $3,782+59.7% | $3,096+95.1% | $5,287+14.2% |
| Admin fee / account holder | $4,215 | $4,838-12.9% | $3,141+34.2% | $10,133-58.4% |