Filed May 2, 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 | $21,270 | $93,346-77.2% | $71,796-70.4% | $273,972-92.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 48.29% | 130.39%-82.1pp | 78.04%-29.7pp | 41.46%+6.8pp |
| Employer contribution / active EE | $777 | $2,733-71.6% | $1,924-59.6% | $4,869-84.0% |
| Participant deferral / active EE | $4,000 | $3,475+15.1% | $2,794+43.2% | $5,287-24.3% |
| Admin fee / account holder | $515 | $6,571-92.2% | $4,815-89.3% | $10,133-94.9% |