Filed February 27, 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 | $40,985 | $84,685-51.6% | $73,836-44.5% | $125,389-67.3% |
| Participation rate | 84.6% | 76.8%+7.9pp | 73.4%+11.2pp | 83.2%+1.4pp |
| Annual return | -2.14% | 3123.80%-3125.9pp | 2268.06%-2270.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,335 | $3,123+38.8% | $2,787+55.5% | $4,866-10.9% |
| Participant deferral / active EE | $8,289 | $3,993+107.6% | $3,583+131.3% | $5,352+54.9% |
| Admin fee / account holder | $3,134 | $5,694-45.0% | $4,882-35.8% | $9,541-67.2% |