Filed June 5, 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 | $45,825 | $55,470-17.4% | $155,556-70.5% | $74,478-38.5% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.2pp | 67.2%+6.8pp |
| Annual return | 13.35% | 269.80%-256.5pp | 64.84%-51.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,550 | $2,267+12.5% | $4,675-45.5% | $2,626-2.9% |
| Participant deferral / active EE | $3,292 | $2,838+16.0% | $5,631-41.5% | $4,350-24.3% |
| Admin fee / account holder | $13,772 | $1,744+689.6% | $15,885-13.3% | $1,946+607.8% |