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 | $103,038-73.6% | $90,324-69.9% | $152,909-82.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.68% | 95.25%-78.6pp | 78.15%-61.5pp | 345.46%-328.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,290 | $4,282+117.0% | $3,885+139.1% | $5,851+58.8% |
| Admin fee / account holder | $16,580 | $6,177+168.4% | $5,356+209.6% | $11,601+42.9% |