Filed April 8, 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 | $69,588 | $88,778-21.6% | $81,844-15.0% | $145,884-52.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 16.20% | 1033.03%-1016.8pp | 778.87%-762.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $5,830 | $3,087+88.9% | $2,916+99.9% | $4,662+25.0% |
| Participant deferral / active EE | $9,240 | $4,648+98.8% | $4,323+113.7% | $6,690+38.1% |
| Admin fee / account holder | $21,191 | $8,430+151.4% | $7,355+188.1% | $13,392+58.2% |