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 | $94,892 | $48,078+97.4% | $78,676+20.6% | $62,881+50.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.77% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,870 | $2,015+141.8% | $2,850+70.9% | $2,281+113.5% |
| Participant deferral / active EE | $7,747 | $2,587+199.4% | $3,517+120.3% | $3,203+141.9% |
| Admin fee / account holder | $7,186 | $3,206+124.1% | $4,510+59.3% | $4,296+67.3% |