Filed May 12, 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 | $101,957 | $157,296-35.2% | $141,191-27.8% | $152,897-33.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.65% | 64.34%-41.7pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $11,464 | $5,262+117.9% | $4,736+142.1% | $4,764+140.7% |
| Participant deferral / active EE | $6,939 | $7,111-2.4% | $6,710+3.4% | $5,851+18.6% |
| Admin fee / account holder | $1,568 | $12,125-87.1% | $10,264-84.7% | $11,599-86.5% |