Filed March 12, 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 | $41,024 | $209,336-80.4% | $197,124-79.2% | $137,256-70.1% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 22.31% | 48.09%-25.8pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,680 | $6,591-44.2% | $6,227-40.9% | $4,156-11.5% |
| Participant deferral / active EE | $6,281 | $9,614-34.7% | $9,135-31.2% | $6,407-2.0% |
| Admin fee / account holder | $3,461 | $17,308-80.0% | $16,298-78.8% | $12,270-71.8% |