Filed August 21, 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 | $84,247 | $47,944+75.7% | $67,834+24.2% | $62,881+34.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 15.40% | 11.77%+3.6pp | 138.47%-123.1pp | 20.14%-4.7pp |
| Employer contribution / active EE | $6,826 | $1,562+337.0% | $2,403+184.0% | $2,281+199.3% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,057 | $3,712-17.6% | $4,622-33.9% | $4,296-28.8% |