Filed January 10, 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 | $80,606 | $101,063-20.2% | $81,473-1.1% | $147,586-45.4% |
| Participation rate | 82.6% | 74.5%+8.2pp | 68.0%+14.7pp | 82.8%-0.2pp |
| Annual return | 14.26% | 32.41%-18.1pp | 38.78%-24.5pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,103 | $3,206-34.4% | $2,568-18.1% | $4,876-56.9% |
| Participant deferral / active EE | $4,308 | $4,242+1.6% | $3,537+21.8% | $5,439-20.8% |
| Admin fee / account holder | $1,871 | $5,812-67.8% | $4,561-59.0% | $10,886-82.8% |