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 | $38,498 | $90,607-57.5% | $79,467-51.6% | $135,380-71.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.17% | 977.74%-983.9pp | 718.30%-724.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $6,221 | $3,068+102.8% | $2,800+122.2% | $4,779+30.2% |
| Participant deferral / active EE | $9,260 | $4,050+128.6% | $3,704+150.0% | $5,609+65.1% |
| Admin fee / account holder | $14,373 | $5,895+143.8% | $5,104+181.6% | $10,828+32.7% |