Filed December 26, 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 | $136,422 | $88,672+53.8% | $105,223+29.6% | $82,448+65.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.60% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $9,563 | $3,048+213.8% | $3,689+159.3% | $2,551+274.9% |
| Participant deferral / active EE | $11,958 | $4,036+196.3% | $5,072+135.8% | $4,139+188.9% |
| Admin fee / account holder | $3,714 | $7,146-48.0% | $8,859-58.1% | $7,234-48.7% |