Filed January 24, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,047 | $146,267+167.4% | $197,124+98.4% | $82,448+374.3% |
| Participation rate | 97.6% | 84.0%+13.5pp | 86.7%+10.8pp | 68.1%+29.5pp |
| Annual return | 14.01% | 29.61%-15.6pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,916 | $4,723+4.1% | $6,227-21.1% | $2,551+92.7% |
| Participant deferral / active EE | $12,575 | $7,035+78.8% | $9,135+37.7% | $4,139+203.8% |
| Admin fee / account holder | $13,331 | $14,422-7.6% | $16,298-18.2% | $7,234+84.3% |