Filed February 14, 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 | $16,172 | $55,446-70.8% | $155,574-89.6% | $74,429-78.3% |
| Participation rate | 87.0% | 61.9%+25.1pp | 78.2%+8.8pp | 67.2%+19.8pp |
| Annual return | 13.47% | 269.20%-255.7pp | 64.87%-51.4pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $907 | $2,266-60.0% | $4,676-80.6% | $2,625-65.5% |
| Participant deferral / active EE | $2,047 | $2,836-27.8% | $5,629-63.6% | $4,348-52.9% |
| Admin fee / account holder | $1,268 | $1,743-27.3% | $15,914-92.0% | $1,944-34.8% |