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 | $70,283 | $56,134+25.2% | $96,171-26.9% | $85,847-18.1% |
| Participation rate | 72.2% | 56.7%+15.5pp | 68.4%+3.8pp | 69.3%+2.9pp |
| Annual return | 15.80% | 42.30%-26.5pp | 192.04%-176.2pp | 318.61%-302.8pp |
| Employer contribution / active EE | $2,500 | $1,620+54.3% | $2,799-10.7% | $2,565-2.6% |
| Participant deferral / active EE | $4,800 | $2,858+68.0% | $4,350+10.3% | $3,952+21.5% |
| Admin fee / account holder | $3,084 | $3,769-18.2% | $5,538-44.3% | $6,261-50.7% |