Filed January 6, 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 | $33,905 | $100,938-66.4% | $90,461-62.5% | $158,982-78.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.12% | 1727.20%-1720.1pp | 1294.76%-1287.6pp | 302.99%-295.9pp |
| Employer contribution / active EE | $616 | $3,691-83.3% | $3,264-81.1% | $4,763-87.1% |
| Participant deferral / active EE | $1,441 | $4,350-66.9% | $3,964-63.7% | $5,983-75.9% |
| Admin fee / account holder | $13,854 | $6,510+112.8% | $5,617+146.7% | $11,252+23.1% |