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 | $119,608 | $53,128+125.1% | $86,582+38.1% | $70,126+70.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.09% | 27.66%-10.6pp | 965.08%-948.0pp | 73.15%-56.1pp |
| Employer contribution / active EE | $6,831 | $2,068+230.3% | $2,839+140.6% | $2,343+191.6% |
| Participant deferral / active EE | $8,241 | $2,695+205.8% | $3,609+128.4% | $3,332+147.3% |
| Admin fee / account holder | $7,454 | $3,584+108.0% | $4,904+52.0% | $4,645+60.5% |