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 | $128,500 | $57,330+124.1% | $86,656+48.3% | $75,177+70.9% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 15.61% | 2675.40%-2659.8pp | 593.09%-577.5pp | 160.75%-145.1pp |
| Employer contribution / active EE | $5,606 | $2,316+142.0% | $3,025+85.3% | $2,671+109.9% |
| Participant deferral / active EE | $8,657 | $3,320+160.7% | $4,439+95.0% | $4,126+109.8% |
| Admin fee / account holder | $4,874 | $4,115+18.4% | $5,619-13.3% | $5,651-13.8% |