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 | $117,644 | $54,370+116.4% | $82,763+42.1% | $68,490+71.8% |
| Participation rate | 95.6% | 63.9%+31.6pp | 72.6%+23.0pp | 67.9%+27.7pp |
| Annual return | -17.04% | -13.67%-3.4pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $5,877 | $2,219+164.8% | $3,008+95.4% | $2,597+126.3% |
| Participant deferral / active EE | $7,836 | $3,247+141.3% | $4,395+78.3% | $4,028+94.5% |
| Admin fee / account holder | $1,822 | $4,398-58.6% | $5,325-65.8% | $5,403-66.3% |