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 | $32,088 | $201,264-84.1% | $184,185-82.6% | $145,978-78.0% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 11.65% | 29.00%-17.4pp | 28.81%-17.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $3,167 | $7,021-54.9% | $6,426-50.7% | $4,662-32.1% |
| Participant deferral / active EE | $5,701 | $9,806-41.9% | $9,132-37.6% | $6,690-14.8% |
| Admin fee / account holder | $516 | $16,376-96.9% | $13,909-96.3% | $13,400-96.2% |