Filed November 6, 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 | $74,681 | $111,814-33.2% | $103,378-27.8% | $145,978-48.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 0.00% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $11,635 | $4,215+176.0% | $3,870+200.6% | $4,662+149.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $892,322 | $9,764+9039.0% | $8,401+10521.8% | $13,400+6559.0% |