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 | $79,839 | $91,179-12.4% | $178,499-55.3% | $79,8520% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.82% | 24.19%-10.4pp | 151.10%-137.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,438 | $3,236+6.2% | $5,202-33.9% | $3,740-8.1% |
| Admin fee / account holder | $1,751 | $6,749-74.1% | $13,986-87.5% | $5,306-67.0% |