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 | $55,446-17.4% | $155,574-70.5% | $74,429-38.4% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.2pp | 67.2%+6.8pp |
| Annual return | 13.35% | 269.20%-255.8pp | 64.87%-51.5pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $2,550 | $2,266+12.5% | $4,676-45.5% | $2,625-2.9% |
| Participant deferral / active EE | $3,292 | $2,836+16.1% | $5,629-41.5% | $4,348-24.3% |
| Admin fee / account holder | $13,772 | $1,743+690.2% | $15,914-13.5% | $1,944+608.3% |