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 | $72,686 | $95,415-23.8% | $185,851-60.9% | $85,851-15.3% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 14.53% | 23.59%-9.1pp | 122.11%-107.6pp | 318.63%-304.1pp |
| Employer contribution / active EE | $2,414 | $3,314-27.1% | $5,168-53.3% | $2,565-5.9% |
| Participant deferral / active EE | $6,557 | $3,424+91.5% | $5,569+17.8% | $3,952+65.9% |
| Admin fee / account holder | $5,691 | $7,215-21.1% | $16,245-65.0% | $6,261-9.1% |