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 | $58,311+72.4% | $81,882+22.8% | $80,959+24.2% |
| Participation rate | 94.5% | 63.5%+31.1pp | 72.4%+22.2pp | 67.7%+26.9pp |
| Annual return | 13.22% | 41.85%-28.6pp | 779.47%-766.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $7,190 | $2,347+206.4% | $2,916+146.6% | $2,757+160.8% |
| Participant deferral / active EE | $6,432 | $3,287+95.7% | $4,323+48.8% | $4,300+49.6% |
| Admin fee / account holder | $31,480 | $4,752+562.4% | $7,360+327.7% | $6,925+354.6% |