Filed January 16, 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 | $35,520 | $90,486-60.7% | $78,676-54.9% | $273,972-87.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 3.72% | 75.62%-71.9pp | 62.19%-58.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,053 | $3,175-66.8% | $2,850-63.1% | $4,869-78.4% |
| Participant deferral / active EE | $1,728 | $3,901-55.7% | $3,517-50.9% | $5,287-67.3% |
| Admin fee / account holder | $331 | $5,263-93.7% | $4,510-92.7% | $10,133-96.7% |