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 | $80,920 | $197,637-59.1% | $177,848-54.5% | $158,982-49.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.32% | 58.77%-43.4pp | 48.33%-33.0pp | 302.99%-287.7pp |
| Employer contribution / active EE | $8,620 | $6,698+28.7% | $5,919+45.6% | $4,763+81.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,586 | $15,406-76.7% | $12,431-71.2% | $11,252-68.1% |