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 | $57,073+21.3% | $85,126-18.7% | $80,925-14.5% |
| Participation rate | 82.5% | 56.4%+26.1pp | 67.5%+15.0pp | 67.7%+14.8pp |
| Annual return | 23.82% | 21.69%+2.1pp | 66.63%-42.8pp | 35.65%-11.8pp |
| Employer contribution / active EE | $3,561 | $1,801+97.8% | $2,731+30.4% | $2,756+29.2% |
| Participant deferral / active EE | $5,949 | $3,113+91.1% | $4,523+31.5% | $4,299+38.4% |
| Admin fee / account holder | $2,399 | $4,988-51.9% | $6,160-61.1% | $6,940-65.4% |