Filed January 2, 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 | $74,266 | $89,367-16.9% | $141,191-47.4% | $72,975+1.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.12% | 111.87%-91.7pp | 71.41%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $8,899 | $3,115+185.7% | $4,736+87.9% | $2,440+264.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,362 | $5,957-77.1% | $10,264-86.7% | $5,124-73.4% |