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 | $52,168 | $49,177+6.1% | $79,467-34.4% | $64,173-18.7% |
| Participation rate | 87.3% | 65.0%+22.3pp | 73.3%+14.0pp | 69.6%+17.7pp |
| Annual return | -7.19% | -1.16%-6.0pp | 718.30%-725.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,228 | $2,076+55.5% | $2,800+15.3% | $2,381+35.6% |
| Participant deferral / active EE | $6,592 | $2,821+133.6% | $3,704+78.0% | $3,470+90.0% |
| Admin fee / account holder | $5,346 | $3,839+39.2% | $5,104+4.7% | $4,887+9.4% |