Filed June 26, 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 | $122,496 | $85,171+43.8% | $172,752-29.1% | $72,975+67.9% |
| Participation rate | 85.1% | 70.1%+15.0pp | 82.6%+2.5pp | 69.5%+15.6pp |
| Annual return | 19.25% | 27.32%-8.1pp | 802.97%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $3,676 | $3,324+10.6% | $5,144-28.5% | $2,440+50.6% |
| Participant deferral / active EE | $6,468 | $3,260+98.4% | $5,198+24.4% | $3,608+79.3% |
| Admin fee / account holder | $18,187 | $5,880+209.3% | $13,955+30.3% | $5,124+254.9% |