Filed October 30, 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 | $60,168 | $183,968-67.3% | $162,166-62.9% | $152,870-60.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.21% | 150.77%-136.6pp | 115.59%-101.4pp | 345.34%-331.1pp |
| Employer contribution / active EE | $8,387 | $6,371+31.7% | $5,614+49.4% | $4,763+76.1% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $565 | $13,121-95.7% | $10,842-94.8% | $11,597-95.1% |