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 | $68,055 | $85,171-20.1% | $172,752-60.6% | $72,975-6.7% |
| Participation rate | 93.5% | 70.1%+23.5pp | 82.6%+10.9pp | 69.5%+24.1pp |
| Annual return | 138.50% | 27.32%+111.2pp | 802.97%-664.5pp | 81.01%+57.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,608 | $3,260+10.7% | $5,198-30.6% | $3,6080% |
| Admin fee / account holder | $529 | $5,880-91.0% | $13,955-96.2% | $5,124-89.7% |