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 | $220,331 | $60,139+266.4% | $90,461+143.6% | $79,856+175.9% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+27.9pp |
| Annual return | 22.76% | 71.96%-49.2pp | 1294.76%-1272.0pp | 31.71%-9.0pp |
| Employer contribution / active EE | $7,305 | $2,069+253.1% | $3,264+123.8% | $2,471+195.6% |
| Participant deferral / active EE | $7,274 | $2,939+147.5% | $3,964+83.5% | $3,741+94.5% |
| Admin fee / account holder | $1,505 | $3,978-62.2% | $5,617-73.2% | $5,306-71.6% |