Filed April 24, 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 | $31,256 | $102,422-69.5% | $147,117-78.8% | $80,959-61.4% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 120.26% | 135.16%-14.9pp | 420.54%-300.3pp | 35.67%+84.6pp |
| Employer contribution / active EE | $3,548 | $3,717-4.6% | $4,932-28.1% | $2,757+28.7% |
| Participant deferral / active EE | $6,794 | $6,652+2.1% | $8,065-15.8% | $4,300+58.0% |
| Admin fee / account holder | $753 | $7,953-90.5% | $12,993-94.2% | $6,925-89.1% |