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 | $171,341 | $68,394+150.5% | $94,672+81.0% | $75,177+127.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.60% | 616.92%-599.3pp | 156.89%-139.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $8,787 | $2,701+225.3% | $3,673+139.2% | $2,671+229.0% |
| Participant deferral / active EE | $6,362 | $6,536-2.7% | $7,417-14.2% | $4,126+54.2% |
| Admin fee / account holder | $7,418 | $5,326+39.3% | $7,222+2.7% | $5,651+31.3% |