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 | $57,518 | $127,387-54.8% | $115,038-50.0% | $125,389-54.1% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.34% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,995 | $5,166-42.0% | $4,608-35.0% | $4,866-38.5% |
| Participant deferral / active EE | $5,379 | $6,423-16.3% | $6,026-10.7% | $5,352+0.5% |
| Admin fee / account holder | $4,494 | $9,516-52.8% | $8,175-45.0% | $9,541-52.9% |