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 | $49,432 | $48,078+2.8% | $78,676-37.2% | $62,881-21.4% |
| Participation rate | 88.6% | 65.2%+23.4pp | 73.6%+15.1pp | 69.3%+19.3pp |
| Annual return | 7.40% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,657 | $2,015+81.6% | $2,850+28.3% | $2,281+60.3% |
| Participant deferral / active EE | $6,526 | $2,587+152.2% | $3,517+85.6% | $3,203+103.7% |
| Admin fee / account holder | $1,884 | $3,206-41.2% | $4,510-58.2% | $4,296-56.1% |