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 | $166,706 | $77,157+116.1% | $108,405+53.8% | $85,847+94.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.97% | 44.55%-30.6pp | 905.55%-891.6pp | 318.61%-304.6pp |
| Employer contribution / active EE | $8,030 | $2,379+237.5% | $3,559+125.6% | $2,565+213.0% |
| Participant deferral / active EE | $6,295 | $5,567+13.1% | $6,563-4.1% | $3,952+59.3% |
| Admin fee / account holder | $8,886 | $5,174+71.8% | $7,297+21.8% | $6,261+41.9% |