Filed January 15, 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 | $151,166 | $94,529+59.9% | $140,019+8.0% | $64,173+135.6% |
| Participation rate | 88.0% | 84.1%+3.9pp | 87.5%+0.5pp | 69.6%+18.4pp |
| Annual return | -5.08% | 7.77%-12.9pp | 651.15%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,605 | $3,812-31.7% | $5,605-53.5% | $2,381+9.4% |
| Participant deferral / active EE | $4,506 | $5,250-14.2% | $6,927-34.9% | $3,470+29.9% |
| Admin fee / account holder | $1,830 | $6,741-72.8% | $10,705-82.9% | $4,887-62.5% |