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 | $244,108 | $98,766+147.2% | $149,730+63.0% | $79,852+205.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.87% | 27.43%-10.6pp | 276.70%-259.8pp | 31.72%-14.9pp |
| Employer contribution / active EE | $9,195 | $3,217+185.8% | $4,645+98.0% | $2,471+272.1% |
| Participant deferral / active EE | $8,514 | $5,681+49.9% | $6,843+24.4% | $3,740+127.6% |
| Admin fee / account holder | $6,243 | $6,052+3.1% | $9,310-33.0% | $5,306+17.6% |