Filed March 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 | $69,076 | $91,194-24.3% | $178,486-61.3% | $79,860-13.5% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 20.12% | 24.19%-4.1pp | 151.08%-131.0pp | 31.72%-11.6pp |
| Employer contribution / active EE | $2,435 | $3,256-25.2% | $5,011-51.4% | $2,471-1.5% |
| Participant deferral / active EE | $5,971 | $3,236+84.5% | $5,202+14.8% | $3,740+59.6% |
| Admin fee / account holder | $779 | $6,751-88.5% | $13,985-94.4% | $5,306-85.3% |