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 | $40,738 | $54,757-25.6% | $90,304-54.9% | $72,975-44.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.32% | 30.63%-7.3pp | 78.13%-54.8pp | 81.01%-57.7pp |
| Employer contribution / active EE | $6,936 | $2,093+231.4% | $2,855+143.0% | $2,440+184.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,611 | $3,973+16.0% | $5,354-13.9% | $5,124-10.0% |