Filed December 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 | $79,287 | $85,766-7.6% | $136,297-41.8% | $70,124+13.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.65% | 31.45%-9.8pp | 5156.19%-5134.5pp | 73.14%-51.5pp |
| Employer contribution / active EE | $4,258 | $2,966+43.6% | $4,696-9.3% | $2,342+81.8% |
| Participant deferral / active EE | $8,127 | $5,051+60.9% | $6,247+30.1% | $3,332+143.9% |
| Admin fee / account holder | $844 | $5,420-84.4% | $9,244-90.9% | $4,645-81.8% |