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 | $99,366 | $86,701+14.6% | $73,309+35.5% | $125,389-20.8% |
| Participation rate | 95.5% | 78.6%+16.8pp | 74.9%+20.5pp | 83.2%+12.3pp |
| Annual return | 0.76% | 2.78%-2.0pp | 5.67%-4.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $7,519 | $4,152+81.1% | $3,237+132.3% | $4,866+54.5% |
| Participant deferral / active EE | $5,798 | $5,549+4.5% | $4,991+16.2% | $5,352+8.3% |
| Admin fee / account holder | $2,728 | $7,768-64.9% | $5,635-51.6% | $9,541-71.4% |