Filed March 24, 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 | $141,871 | $74,089+91.5% | $133,975+5.9% | $55,167+157.2% |
| Participation rate | 96.1% | 84.3%+11.8pp | 87.1%+9.1pp | 69.0%+27.1pp |
| Annual return | 9.90% | 12.11%-2.2pp | 29.29%-19.4pp | 169.23%-159.3pp |
| Employer contribution / active EE | $21,934 | $3,064+616.0% | $5,211+320.9% | $1,963+1017.6% |
| Participant deferral / active EE | $12,877 | $4,678+175.3% | $6,282+105.0% | $3,054+321.6% |
| Admin fee / account holder | $8,976 | $458+1859.2% | $9,324-3.7% | $504+1681.4% |