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 | $152,515 | $48,078+217.2% | $78,676+93.9% | $62,881+142.5% |
| Participation rate | 97.5% | 65.2%+32.3pp | 73.6%+23.9pp | 69.3%+28.2pp |
| Annual return | 6.21% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,562 | $2,015+225.7% | $2,850+130.2% | $2,281+187.7% |
| Participant deferral / active EE | $7,574 | $2,587+192.8% | $3,517+115.4% | $3,203+136.5% |
| Admin fee / account holder | $4,949 | $3,206+54.4% | $4,510+9.7% | $4,296+15.2% |