Filed May 20, 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 | $20,444 | $40,275-49.2% | $57,356-64.4% | $59,633-65.7% |
| Participation rate | 92.7% | 69.1%+23.6pp | 75.1%+17.6pp | 68.7%+24.1pp |
| Annual return | 1.46% | 27.52%-26.1pp | 24.41%-22.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,150 | $2,400+31.2% | $3,162-0.4% | $3,192-1.3% |
| Admin fee / account holder | $1,808 | $2,820-35.9% | $3,357-46.1% | $4,297-57.9% |