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 | $43,456 | $77,908-44.2% | $149,696-71.0% | $75,173-42.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.52% | 31.73%-8.2pp | 134.46%-110.9pp | 160.72%-137.2pp |
| Employer contribution / active EE | $2,515 | $3,138-19.8% | $4,821-47.8% | $2,671-5.8% |
| Participant deferral / active EE | $2,640 | $3,411-22.6% | $5,682-53.5% | $4,126-36.0% |
| Admin fee / account holder | $3,387 | $5,950-43.1% | $13,212-74.4% | $5,651-40.1% |