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 | $132,621 | $209,874-36.8% | $189,537-30.0% | $167,536-20.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.93% | 748.61%-730.7pp | 555.34%-537.4pp | 478.82%-460.9pp |
| Employer contribution / active EE | $10,247 | $6,913+48.2% | $6,161+66.3% | $4,839+111.8% |
| Participant deferral / active EE | $12,495 | $8,934+39.9% | $8,220+52.0% | $6,342+97.0% |
| Admin fee / account holder | $305 | $14,299-97.9% | $12,048-97.5% | $12,315-97.5% |