Filed November 6, 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 | $166,760 | $212,386-21.5% | $199,883-16.6% | $138,895+20.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.64% | 47.75%-32.1pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $12,445 | $6,625+87.9% | $6,261+98.8% | $4,194+196.7% |
| Participant deferral / active EE | $9,808 | $9,617+2.0% | $9,138+7.3% | $6,396+53.3% |
| Admin fee / account holder | $12,658 | $18,233-30.6% | $17,268-26.7% | $12,562+0.8% |