Filed February 7, 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 | $170,122 | $67,894+150.6% | $89,340+90.4% | $82,448+106.3% |
| Participation rate | 77.3% | 64.0%+13.3pp | 69.6%+7.8pp | 68.1%+9.3pp |
| Annual return | 12.76% | 19.21%-6.4pp | 20.57%-7.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,212 | $1,828+75.7% | $2,231+44.0% | $2,551+25.9% |
| Participant deferral / active EE | $7,890 | $3,072+156.8% | $3,823+106.4% | $4,139+90.6% |
| Admin fee / account holder | $16,815 | $5,723+193.8% | $6,704+150.8% | $7,234+132.4% |