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 | $69,252 | $54,757+26.5% | $90,304-23.3% | $72,975-5.1% |
| Participation rate | 96.4% | 65.2%+31.3pp | 73.3%+23.2pp | 69.5%+26.9pp |
| Annual return | 29.74% | 30.63%-0.9pp | 78.13%-48.4pp | 81.01%-51.3pp |
| Employer contribution / active EE | $3,908 | $2,093+86.7% | $2,855+36.9% | $2,440+60.2% |
| Participant deferral / active EE | $8,018 | $2,887+177.7% | $3,885+106.4% | $3,608+122.2% |
| Admin fee / account holder | $1,750 | $3,973-56.0% | $5,354-67.3% | $5,124-65.8% |