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 | $46,588 | $99,011-52.9% | $86,582-46.2% | $147,586-68.4% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 11.98% | 1312.75%-1300.8pp | 965.08%-953.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $5,149 | $3,132+64.4% | $2,839+81.4% | $4,876+5.6% |
| Participant deferral / active EE | $8,604 | $3,972+116.6% | $3,609+138.4% | $5,439+58.2% |
| Admin fee / account holder | $21,131 | $5,709+270.1% | $4,904+330.9% | $10,886+94.1% |