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 | $17,271 | $43,496-60.3% | $161,489-89.3% | $64,340-73.2% |
| Participation rate | 92.2% | 53.5%+38.6pp | 78.7%+13.5pp | 55.2%+36.9pp |
| Annual return | 15.46% | 20.76%-5.3pp | 89.72%-74.3pp | 24.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,931 | $1,996-3.3% | $5,630-65.7% | $2,980-35.2% |
| Admin fee / account holder | $1,466 | $2,330-37.1% | $16,006-90.8% | $3,703-60.4% |