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 | $52,776 | $41,150+28.3% | $80,627-34.5% | $71,511-26.2% |
| Participation rate | 81.4% | 50.3%+31.1pp | 67.0%+14.4pp | 67.9%+13.4pp |
| Annual return | 26.14% | 38.48%-12.3pp | 936.76%-910.6pp | 28.86%-2.7pp |
| Employer contribution / active EE | $2,975 | $1,515+96.3% | $2,723+9.3% | $2,589+14.9% |
| Participant deferral / active EE | $5,705 | $2,701+111.2% | $4,443+28.4% | $4,291+33.0% |
| Admin fee / account holder | $4,173 | $1,841+126.6% | $5,381-22.5% | $1,588+162.7% |