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 | $84,956 | $62,592+35.7% | $85,709-0.9% | $85,847-1.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 54.88% | 23.77%+31.1pp | 21.49%+33.4pp | 318.61%-263.7pp |
| Employer contribution / active EE | $3,435 | $1,755+95.7% | $2,619+31.2% | $2,565+33.9% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,050 | $4,643+30.3% | $6,876-12.0% | $6,261-3.4% |