Filed January 29, 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 | $100,541 | $58,234+72.6% | $81,783+22.9% | $80,874+24.3% |
| Participation rate | 94.5% | 63.4%+31.1pp | 72.4%+22.2pp | 67.6%+26.9pp |
| Annual return | 13.22% | 41.70%-28.5pp | 775.05%-761.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $7,190 | $2,341+207.1% | $2,913+146.9% | $2,756+160.9% |
| Participant deferral / active EE | $6,432 | $3,283+95.9% | $4,320+48.9% | $4,297+49.7% |
| Admin fee / account holder | $31,480 | $4,982+531.9% | $7,380+326.6% | $6,935+353.9% |