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 | $61,217 | $53,128+15.2% | $86,582-29.3% | $70,126-12.7% |
| Participation rate | 87.0% | 65.3%+21.7pp | 73.5%+13.5pp | 69.5%+17.5pp |
| Annual return | 23.93% | 27.66%-3.7pp | 965.08%-941.2pp | 73.15%-49.2pp |
| Employer contribution / active EE | $3,207 | $2,068+55.1% | $2,839+12.9% | $2,343+36.9% |
| Participant deferral / active EE | $6,149 | $2,695+128.1% | $3,609+70.4% | $3,332+84.5% |
| Admin fee / account holder | $3,214 | $3,584-10.3% | $4,904-34.5% | $4,645-30.8% |