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 | $36,932 | $90,607-59.2% | $79,467-53.5% | $135,380-72.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.21% | 977.74%-983.9pp | 718.30%-724.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,338 | $4,050+56.5% | $3,704+71.1% | $5,609+13.0% |
| Admin fee / account holder | $765 | $5,895-87.0% | $5,104-85.0% | $10,828-92.9% |