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 | $43,709 | $92,766-52.9% | $82,763-47.2% | $134,545-67.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.02% | 946.97%-967.0pp | 702.45%-722.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,914 | $3,273-41.5% | $3,008-36.4% | $4,742-59.6% |
| Participant deferral / active EE | $2,593 | $4,802-46.0% | $4,395-41.0% | $6,401-59.5% |
| Admin fee / account holder | $718 | $5,978-88.0% | $5,325-86.5% | $11,431-93.7% |