Filed January 8, 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 | $99,437 | $45,152+120.2% | $73,836+34.7% | $59,633+66.7% |
| Participation rate | 82.9% | 64.0%+18.9pp | 73.4%+9.5pp | 68.7%+14.3pp |
| Annual return | 1.70% | 27.40%-25.7pp | 2268.06%-2266.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $4,922 | $1,901+158.9% | $2,787+76.6% | $2,203+123.4% |
| Participant deferral / active EE | $7,425 | $2,573+188.6% | $3,583+107.2% | $3,192+132.6% |
| Admin fee / account holder | $13,583 | $3,515+286.5% | $4,882+178.2% | $4,297+216.1% |