Filed March 17, 2025
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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 | $77,507 | $45,312+71.1% | $86,233-10.1% | $67,986+14.0% |
| Participation rate | 89.2% | 42.4%+46.8pp | 69.0%+20.2pp | 57.2%+32.0pp |
| Annual return | 19.13% | 24.79%-5.7pp | 61.39%-42.3pp | 31.67%-12.5pp |
| Employer contribution / active EE | $3,200 | $1,160+176.0% | $2,504+27.8% | $2,019+58.5% |
| Participant deferral / active EE | $6,975 | $2,185+219.3% | $4,559+53.0% | $3,358+107.7% |
| Admin fee / account holder | $6,645 | $3,295+101.7% | $8,342-20.3% | $3,203+107.4% |