Filed May 6, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,607 | $88,672+32.6% | $105,223+11.8% | $82,448+42.6% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-2.0pp | 68.1%+5.0pp |
| Annual return | 11.00% | 30.86%-19.9pp | 180.65%-169.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $5,313 | $3,048+74.3% | $3,689+44.0% | $2,551+108.3% |
| Participant deferral / active EE | $8,606 | $4,036+113.2% | $5,072+69.7% | $4,139+107.9% |
| Admin fee / account holder | $15,785 | $7,146+120.9% | $8,859+78.2% | $7,234+118.2% |