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 | $42,959 | $90,504-52.5% | $78,690-45.4% | $273,965-84.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.56% | 75.61%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,846 | $3,176+21.1% | $2,851+34.9% | $4,869-21.0% |
| Participant deferral / active EE | $6,939 | $3,901+77.9% | $3,517+97.3% | $5,287+31.2% |
| Admin fee / account holder | $1,366 | $5,263-74.1% | $4,511-69.7% | $10,132-86.5% |