Filed September 4, 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 | $24,121 | $84,236-71.4% | $170,435-85.8% | $70,126-65.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.77% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,836 | $3,086-8.1% | $4,939-42.6% | $3,332-14.9% |
| Admin fee / account holder | $654 | $5,698-88.5% | $13,881-95.3% | $4,645-85.9% |