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 | $32,341 | $100,938-68.0% | $90,461-64.2% | $158,982-79.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.60% | 1727.20%-1710.6pp | 1294.76%-1278.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,944 | $4,350+105.6% | $3,964+125.6% | $5,983+49.5% |
| Admin fee / account holder | $447 | $6,510-93.1% | $5,617-92.0% | $11,252-96.0% |