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 | $165,023 | $45,152+265.5% | $73,836+123.5% | $59,633+176.7% |
| Participation rate | 89.2% | 64.0%+25.2pp | 73.4%+15.7pp | 68.7%+20.5pp |
| Annual return | 1.58% | 27.40%-25.8pp | 2268.06%-2266.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $5,996 | $1,901+215.4% | $2,787+115.1% | $2,203+172.2% |
| Participant deferral / active EE | $6,648 | $2,573+158.4% | $3,583+85.5% | $3,192+108.3% |
| Admin fee / account holder | $308 | $3,515-91.2% | $4,882-93.7% | $4,297-92.8% |