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 | $181,131 | $53,128+240.9% | $86,582+109.2% | $70,126+158.3% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 19.11% | 27.66%-8.6pp | 965.08%-946.0pp | 73.15%-54.0pp |
| Employer contribution / active EE | $7,545 | $2,068+264.8% | $2,839+165.7% | $2,343+222.1% |
| Participant deferral / active EE | $7,056 | $2,695+161.8% | $3,609+95.5% | $3,332+111.8% |
| Admin fee / account holder | $15,906 | $3,584+343.8% | $4,904+224.3% | $4,645+242.4% |