Filed January 25, 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 | $78,018 | $171,867-54.6% | $149,721-47.9% | $147,586-47.1% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 10.81% | 2113.36%-2102.6pp | 1501.67%-1490.9pp | 578.59%-567.8pp |
| Employer contribution / active EE | $5,796 | $6,275-7.6% | $5,444+6.5% | $4,876+18.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,834 | $13,799+51.0% | $11,282+84.7% | $10,886+91.4% |