Filed March 17, 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 | $94,104 | $71,878+30.9% | $86,698+8.5% | $68,486+37.4% |
| Participation rate | 97.5% | 72.2%+25.3pp | 76.6%+20.9pp | 67.9%+29.6pp |
| Annual return | -15.22% | 3.53%-18.8pp | 35.95%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,717 | $2,173-21.0% | $2,837-39.5% | $2,597-33.9% |
| Participant deferral / active EE | $6,020 | $3,779+59.3% | $4,656+29.3% | $4,028+49.5% |
| Admin fee / account holder | $12,470 | $6,113+104.0% | $7,493+66.4% | $5,404+130.8% |