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 | $113,264 | $91,537+23.7% | $130,045-12.9% | $75,173+50.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.98% | -631.55%+647.5pp | -137.30%+153.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $7,105 | $2,845+149.8% | $4,321+64.4% | $2,671+166.0% |
| Participant deferral / active EE | $12,423 | $4,343+186.1% | $5,820+113.5% | $4,126+201.1% |
| Admin fee / account holder | $18,218 | $6,780+168.7% | $10,600+71.9% | $5,651+222.4% |