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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,570 | $133,998+21.3% | $112,263+44.8% | $134,545+20.8% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -15.89% | 47.17%-63.1pp | 27.49%-43.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,132 | $4,040-47.2% | $3,636-41.4% | $4,742-55.0% |
| Participant deferral / active EE | $8,840 | $5,292+67.0% | $4,729+86.9% | $6,401+38.1% |
| Admin fee / account holder | $31,466 | $7,493+319.9% | $6,410+390.9% | $11,431+175.3% |