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 | $72,815 | $54,355+34.0% | $82,744-12.0% | $68,486+6.3% |
| Participation rate | 97.6% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.7pp |
| Annual return | -19.40% | -13.67%-5.7pp | 702.22%-721.6pp | -7.85%-11.5pp |
| Employer contribution / active EE | $4,221 | $2,219+90.3% | $3,008+40.3% | $2,597+62.6% |
| Participant deferral / active EE | $10,022 | $3,246+208.7% | $4,395+128.1% | $4,028+148.8% |
| Admin fee / account holder | $3,123 | $4,397-29.0% | $5,325-41.3% | $5,404-42.2% |