Filed November 8, 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 | $197,322 | $77,472+154.7% | $100,415+96.5% | $80,959+143.7% |
| Participation rate | 97.6% | 76.9%+20.6pp | 81.5%+16.0pp | 67.7%+29.9pp |
| Annual return | 14.33% | 37.26%-22.9pp | 49.47%-35.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $8,749 | $2,800+212.4% | $3,943+121.9% | $2,757+217.3% |
| Participant deferral / active EE | $6,971 | $6,818+2.2% | $8,091-13.8% | $4,300+62.1% |
| Admin fee / account holder | $8,646 | $5,885+46.9% | $7,906+9.4% | $6,925+24.9% |