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 | $68,507 | $90,606-24.4% | $79,466-13.8% | $135,379-49.4% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -2.94% | 977.69%-980.6pp | 718.28%-721.2pp | 519.79%-522.7pp |
| Employer contribution / active EE | $2,955 | $3,068-3.7% | $2,800+5.5% | $4,779-38.2% |
| Participant deferral / active EE | $5,255 | $4,050+29.7% | $3,704+41.9% | $5,609-6.3% |
| Admin fee / account holder | $3,225 | $5,895-45.3% | $5,104-36.8% | $10,828-70.2% |