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 | $41,114 | $53,127-22.6% | $86,597-52.5% | $70,131-41.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.93% | 27.66%-9.7pp | 964.96%-947.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $7,042 | $2,068+240.5% | $2,840+148.0% | $2,342+200.6% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,106 | $3,585+42.4% | $4,906+4.1% | $4,645+9.9% |