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 | $60,075 | $103,038-41.7% | $90,324-33.5% | $152,909-60.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 19.98% | 95.25%-75.3pp | 78.15%-58.2pp | 345.46%-325.5pp |
| Employer contribution / active EE | $7,951 | $3,141+153.2% | $2,856+178.4% | $4,764+66.9% |
| Participant deferral / active EE | $16,129 | $4,282+276.7% | $3,885+315.1% | $5,851+175.6% |
| Admin fee / account holder | $7,581 | $6,177+22.7% | $5,356+41.5% | $11,601-34.7% |