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 | $144,487 | $70,486+105.0% | $100,535+43.7% | $79,856+80.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 13.70% | 21.90%-8.2pp | 30.90%-17.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $7,258 | $2,165+235.3% | $3,419+112.3% | $2,471+193.7% |
| Participant deferral / active EE | $5,895 | $5,182+13.8% | $6,271-6.0% | $3,741+57.6% |
| Admin fee / account holder | $1,904 | $4,480-57.5% | $8,085-76.5% | $5,306-64.1% |