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 | $51,362 | $73,867-30.5% | $143,770-64.3% | $68,498-25.0% |
| Participation rate | 87.0% | 66.7%+20.4pp | 80.3%+6.7pp | 67.9%+19.1pp |
| Annual return | -15.38% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,108 | $3,184-33.8% | $4,951-57.4% | $2,596-18.8% |
| Participant deferral / active EE | $5,389 | $3,384+59.2% | $5,638-4.4% | $4,027+33.8% |
| Admin fee / account holder | $3,016 | $5,755-47.6% | $14,673-79.4% | $5,403-44.2% |