Filed May 13, 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 | $77,912 | $90,617-14.0% | $79,476-2.0% | $135,382-42.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 20.94% | 977.57%-956.6pp | 718.21%-697.3pp | 519.77%-498.8pp |
| Employer contribution / active EE | $2,493 | $3,068-18.7% | $2,800-11.0% | $4,779-47.8% |
| Participant deferral / active EE | $6,673 | $4,050+64.7% | $3,704+80.2% | $5,609+19.0% |
| Admin fee / account holder | $23,598 | $5,907+299.5% | $5,113+361.5% | $10,829+117.9% |