Filed October 15, 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 | $46,146 | $45,152+2.2% | $73,836-37.5% | $59,633-22.6% |
| Participation rate | 92.3% | 64.0%+28.3pp | 73.4%+18.9pp | 68.7%+23.6pp |
| Annual return | -1.59% | 27.40%-29.0pp | 2268.06%-2269.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $3,962 | $1,901+108.4% | $2,787+42.1% | $2,203+79.9% |
| Participant deferral / active EE | $6,993 | $2,573+171.8% | $3,583+95.2% | $3,192+119.1% |
| Admin fee / account holder | $1,619 | $3,515-53.9% | $4,882-66.8% | $4,297-62.3% |