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 | $79,857 | $60,139+32.8% | $90,461-11.7% | $79,8560% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 15.79% | 71.96%-56.2pp | 1294.76%-1279.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,198 | $2,069+6.3% | $3,264-32.6% | $2,471-11.0% |
| Participant deferral / active EE | $9,220 | $2,939+213.7% | $3,964+132.6% | $3,741+146.5% |
| Admin fee / account holder | $14,792 | $3,978+271.8% | $5,617+163.4% | $5,306+178.8% |