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 | $171,415 | $65,440+161.9% | $98,506+74.0% | $85,851+99.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.54% | 21.75%-9.2pp | 1494.92%-1482.4pp | 318.63%-306.1pp |
| Employer contribution / active EE | $6,264 | $2,169+188.8% | $2,961+111.5% | $2,565+144.2% |
| Participant deferral / active EE | $7,116 | $3,168+124.6% | $4,277+66.4% | $3,952+80.0% |
| Admin fee / account holder | $4,865 | $4,596+5.9% | $5,955-18.3% | $6,261-22.3% |