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 | $58,258+72.6% | $81,820+22.9% | $80,925+24.2% |
| Participation rate | 94.5% | 63.5%+31.1pp | 72.4%+22.2pp | 67.7%+26.9pp |
| Annual return | 13.22% | 41.76%-28.5pp | 777.93%-764.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $7,190 | $2,345+206.6% | $2,915+146.7% | $2,756+160.9% |
| Participant deferral / active EE | $6,432 | $3,284+95.9% | $4,323+48.8% | $4,299+49.6% |
| Admin fee / account holder | $31,480 | $4,976+532.6% | $7,391+325.9% | $6,940+353.6% |