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 | $47,479 | $96,691-50.9% | $86,656-45.2% | $139,487-66.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.96% | 106.87%-88.9pp | 593.09%-575.1pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,945 | $3,267-40.5% | $3,025-35.7% | $4,755-59.1% |
| Participant deferral / active EE | $2,332 | $4,838-51.8% | $4,439-47.5% | $6,713-65.3% |
| Admin fee / account holder | $1,041 | $6,414-83.8% | $5,619-81.5% | $11,407-90.9% |