Filed October 18, 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 | $60,269 | $106,864-43.6% | $147,318-59.1% | $82,637-27.1% |
| Participation rate | 92.1% | 75.5%+16.6pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 257.64% | 27.49%+230.1pp | 70.43%+187.2pp | 53.51%+204.1pp |
| Employer contribution / active EE | $28,931 | $3,417+746.8% | $4,593+529.9% | $2,552+1033.6% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $25,340 | $8,415+201.1% | $13,708+84.9% | $7,339+245.3% |