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 | $25,870 | $102,393-74.7% | $147,041-82.4% | $80,911-68.0% |
| Participation rate | 95.8% | 75.9%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $18,510 | $3,715+398.2% | $4,935+275.1% | $2,756+571.7% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,148 | $7,943-85.5% | $13,006-91.2% | $6,935-83.4% |