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 | $106,524-43.4% | $152,301-60.4% | $87,485-31.1% |
| Participation rate | 92.1% | 75.8%+16.4pp | 82.4%+9.7pp | 68.9%+23.2pp |
| Annual return | 257.64% | 26.89%+230.7pp | 80.50%+177.1pp | 26.06%+231.6pp |
| Employer contribution / active EE | $28,931 | $3,371+758.2% | $4,624+525.6% | $2,596+1014.4% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $25,340 | $8,287+205.8% | $14,398+76.0% | $7,775+225.9% |