Filed April 10, 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 | $52,769 | $102,385-48.5% | $147,080-64.1% | $80,935-34.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 17.17% | 135.09%-117.9pp | 420.17%-403.0pp | 35.66%-18.5pp |
| Employer contribution / active EE | $3,390 | $3,717-8.8% | $4,933-31.3% | $2,757+23.0% |
| Participant deferral / active EE | $8,893 | $6,651+33.7% | $8,066+10.3% | $4,299+106.8% |
| Admin fee / account holder | $5,713 | $7,951-28.1% | $12,989-56.0% | $6,924-17.5% |