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 | $88,710-21.6% | $81,783-14.9% | $145,959-52.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.4%+21.4pp | 80.3%+13.5pp |
| Annual return | 16.20% | 1027.26%-1011.1pp | 775.05%-758.9pp | 561.95%-545.8pp |
| Employer contribution / active EE | $5,830 | $3,083+89.1% | $2,913+100.2% | $4,661+25.1% |
| Participant deferral / active EE | $9,240 | $4,645+98.9% | $4,320+113.9% | $6,689+38.2% |
| Admin fee / account holder | $21,191 | $8,407+152.1% | $7,380+187.1% | $13,398+58.2% |