Filed January 31, 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 | $241,763 | $88,585+172.9% | $69,884+246.0% | $134,532+79.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | 20.75% | 442.80%-422.1pp | 190.81%-170.1pp | 418.27%-397.5pp |
| Employer contribution / active EE | $2,954 | $3,235-8.7% | $2,560+15.4% | $4,741-37.7% |
| Participant deferral / active EE | $9,468 | $4,770+98.5% | $3,848+146.0% | $6,401+47.9% |
| Admin fee / account holder | $605 | $10,441-94.2% | $6,266-90.3% | $11,429-94.7% |