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 | $37,823 | $96,691-60.9% | $86,656-56.4% | $139,487-72.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.01% | 106.87%-92.9pp | 593.09%-579.1pp | 373.84%-359.8pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,415 | $4,838+73.9% | $4,439+89.6% | $6,713+25.4% |
| Admin fee / account holder | $6,328 | $6,414-1.3% | $5,619+12.6% | $11,407-44.5% |