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 | $27,179 | $103,000-73.6% | $90,300-69.9% | $152,885-82.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.68% | 95.19%-78.5pp | 78.11%-61.4pp | 345.39%-328.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,290 | $4,281+117.0% | $3,884+139.2% | $5,851+58.8% |
| Admin fee / account holder | $16,580 | $6,173+168.6% | $5,353+209.7% | $11,598+43.0% |