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 | $69,218 | $57,140+21.1% | $85,240-18.8% | $80,959-14.5% |
| Participation rate | 82.5% | 56.4%+26.1pp | 67.5%+14.9pp | 67.7%+14.8pp |
| Annual return | 23.82% | 21.71%+2.1pp | 66.75%-42.9pp | 35.67%-11.8pp |
| Employer contribution / active EE | $3,561 | $1,802+97.6% | $2,735+30.2% | $2,757+29.2% |
| Participant deferral / active EE | $5,949 | $3,115+91.0% | $4,527+31.4% | $4,300+38.3% |
| Admin fee / account holder | $2,399 | $4,992-51.9% | $6,165-61.1% | $6,925-65.4% |