Filed March 18, 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 | $77,010 | $165,939-53.6% | $122,354-37.1% | $147,585-47.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.24% | 34.56%-17.3pp | 30.28%-13.0pp | 578.58%-561.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,225 | $4,005+55.4% | $3,287+89.4% | $5,439+14.5% |
| Admin fee / account holder | $32,710 | $7,425+340.6% | $5,479+497.0% | $10,886+200.5% |