Filed May 1, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,563 | $106,749+68.2% | $145,433+23.5% | $82,448+117.8% |
| Participation rate | 98.6% | 75.6%+22.9pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 12.67% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $6,102 | $3,444+77.2% | $4,554+34.0% | $2,551+139.2% |
| Participant deferral / active EE | $13,756 | $6,519+111.0% | $7,897+74.2% | $4,139+232.3% |
| Admin fee / account holder | $15,735 | $8,390+87.5% | $13,129+19.9% | $7,234+117.5% |