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 | $48,050+61.3% | $96,754-19.9% | $64,340+20.5% |
| Participation rate | 89.2% | 40.6%+48.6pp | 70.3%+18.9pp | 55.2%+34.0pp |
| Annual return | 19.13% | 23.41%-4.3pp | 82.04%-62.9pp | 24.14%-5.0pp |
| Employer contribution / active EE | $3,200 | $1,204+165.8% | $2,679+19.4% | $1,862+71.9% |
| Participant deferral / active EE | $6,975 | $2,191+218.3% | $4,758+46.6% | $2,980+134.0% |
| Admin fee / account holder | $6,645 | $3,741+77.6% | $8,905-25.4% | $3,703+79.5% |