Filed February 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 | $155,763 | $97,125+60.4% | $86,233+80.6% | $137,256+13.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.97% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,678 | $2,841+99.8% | $2,504+126.7% | $4,156+36.6% |
| Participant deferral / active EE | $8,222 | $5,180+58.7% | $4,559+80.3% | $6,407+28.3% |
| Admin fee / account holder | $16,020 | $9,725+64.7% | $8,342+92.0% | $12,270+30.6% |