Filed April 28, 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 | $200,011 | $85,766+133.2% | $136,298+46.7% | $70,126+185.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.22% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $11,166 | $2,966+276.5% | $4,696+137.8% | $2,343+376.7% |
| Participant deferral / active EE | $9,750 | $5,051+93.0% | $6,247+56.1% | $3,332+192.6% |
| Admin fee / account holder | $3,703 | $5,421-31.7% | $9,244-59.9% | $4,645-20.3% |