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 | $53,506 | $45,050+18.8% | $63,018-15.1% | $70,126-23.7% |
| Participation rate | 72.7% | 69.5%+3.2pp | 74.8%-2.1pp | 69.5%+3.2pp |
| Annual return | 12.01% | 18.76%-6.8pp | 87.62%-75.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $6,184 | $2,052+201.4% | $2,761+124.0% | $2,343+164.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,168 | $2,834+47.1% | $3,601+15.8% | $4,645-10.3% |