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 | $20,615 | $39,132-47.3% | $57,196-64.0% | $62,881-67.2% |
| Participation rate | 98.5% | 70.5%+28.0pp | 75.3%+23.1pp | 69.3%+29.2pp |
| Annual return | 5.07% | 9.24%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,349 | $2,374+41.1% | $3,096+8.2% | $3,203+4.6% |
| Admin fee / account holder | $900 | $2,594-65.3% | $3,141-71.3% | $4,296-79.0% |