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 | $102,978-41.7% | $90,287-33.5% | $152,870-60.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 19.98% | 95.17%-75.2pp | 78.10%-58.1pp | 345.34%-325.4pp |
| Employer contribution / active EE | $7,951 | $3,139+153.3% | $2,855+178.5% | $4,763+66.9% |
| Participant deferral / active EE | $16,129 | $4,281+276.8% | $3,885+315.2% | $5,850+175.7% |
| Admin fee / account holder | $7,581 | $6,171+22.8% | $5,351+41.7% | $11,597-34.6% |