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 | $50,654 | $109,905-53.9% | $98,506-48.6% | $167,553-69.8% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 12.23% | 1960.20%-1948.0pp | 1494.92%-1482.7pp | 478.89%-466.7pp |
| Employer contribution / active EE | $1,516 | $3,226-53.0% | $2,961-48.8% | $4,840-68.7% |
| Participant deferral / active EE | $2,065 | $4,674-55.8% | $4,277-51.7% | $6,343-67.4% |
| Admin fee / account holder | $443 | $6,760-93.4% | $5,955-92.6% | $12,316-96.4% |