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 | $55,496 | $49,249+12.7% | $70,476-21.3% | $79,852-30.5% |
| Participation rate | 85.1% | 69.2%+15.9pp | 75.1%+10.0pp | 69.6%+15.5pp |
| Annual return | 11.89% | 30.09%-18.2pp | 109.12%-97.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $6,171 | $2,100+193.8% | $2,738+125.4% | $2,471+149.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,981 | $2,878+142.6% | $3,847+81.5% | $5,306+31.6% |