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 | $68,624 | $57,305+19.8% | $86,640-20.8% | $75,173-8.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.54% | 2674.24%-2655.7pp | 592.52%-574.0pp | 160.72%-142.2pp |
| Employer contribution / active EE | $8,911 | $2,316+284.7% | $3,024+194.6% | $2,671+233.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,007 | $4,116-26.9% | $5,616-46.5% | $5,651-46.8% |