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 | $33,604 | $90,600-62.9% | $79,464-57.7% | $135,377-75.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -6.65% | 977.43%-984.1pp | 718.14%-724.8pp | 519.75%-526.4pp |
| Employer contribution / active EE | $1,811 | $3,068-41.0% | $2,800-35.3% | $4,779-62.1% |
| Participant deferral / active EE | $1,966 | $4,050-51.5% | $3,704-46.9% | $5,609-64.9% |
| Admin fee / account holder | $3,604 | $5,907-39.0% | $5,113-29.5% | $10,828-66.7% |