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 | $205,537 | $89,367+130.0% | $141,191+45.6% | $72,975+181.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.40% | 111.87%-88.5pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $9,853 | $3,115+216.3% | $4,736+108.0% | $2,440+303.8% |
| Participant deferral / active EE | $8,491 | $5,419+56.7% | $6,710+26.5% | $3,608+135.4% |
| Admin fee / account holder | $5,835 | $5,957-2.0% | $10,264-43.2% | $5,124+13.9% |