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 | $100,541 | $58,275+72.5% | $81,844+22.8% | $80,935+24.2% |
| Participation rate | 94.5% | 63.5%+31.1pp | 72.4%+22.2pp | 67.7%+26.9pp |
| Annual return | 13.22% | 41.82%-28.6pp | 778.87%-765.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $7,190 | $2,346+206.5% | $2,916+146.5% | $2,757+160.8% |
| Participant deferral / active EE | $6,432 | $3,285+95.8% | $4,323+48.8% | $4,299+49.6% |
| Admin fee / account holder | $31,480 | $4,749+562.9% | $7,355+328.0% | $6,924+354.6% |