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 | $51,480 | $60,139-14.4% | $90,461-43.1% | $79,856-35.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.68% | 71.96%-53.3pp | 1294.76%-1276.1pp | 31.71%-13.0pp |
| Employer contribution / active EE | $7,570 | $2,069+265.9% | $3,264+131.9% | $2,471+206.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $811 | $3,978-79.6% | $5,617-85.6% | $5,306-84.7% |