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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,900 | $82,032+59.6% | $123,106+6.3% | $59,633+119.5% |
| Participation rate | 91.9% | 83.2%+8.7pp | 86.8%+5.1pp | 68.7%+23.2pp |
| Annual return | 3.60% | 5.12%-1.5pp | 13.22%-9.6pp | 2041.40%-2037.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,938 | $4,667+91.5% | $6,229+43.5% | $3,192+180.1% |
| Admin fee / account holder | $2,628 | $5,881-55.3% | $9,015-70.8% | $4,297-38.8% |