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 | $243,507 | $65,434+272.1% | $98,483+147.3% | $85,847+183.7% |
| Participation rate | 95.5% | 65.0%+30.4pp | 73.3%+22.1pp | 69.3%+26.1pp |
| Annual return | 15.90% | 21.75%-5.9pp | 1494.38%-1478.5pp | 318.61%-302.7pp |
| Employer contribution / active EE | $6,907 | $2,169+218.5% | $2,961+133.3% | $2,565+169.2% |
| Participant deferral / active EE | $7,346 | $3,168+131.9% | $4,276+71.8% | $3,952+85.9% |
| Admin fee / account holder | $1,377 | $4,595-70.0% | $5,953-76.9% | $6,261-78.0% |