Filed May 23, 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 | $75,291 | $58,234+29.3% | $81,783-7.9% | $80,874-6.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.56% | 41.70%-28.1pp | 775.05%-761.5pp | 35.62%-22.1pp |
| Employer contribution / active EE | $8,984 | $2,341+283.7% | $2,913+208.4% | $2,756+226.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,633 | $4,982-47.1% | $7,380-64.3% | $6,935-62.0% |