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 | $78,316 | $103,008-24.0% | $90,304-13.3% | $152,897-48.8% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.5%-9.1pp |
| Annual return | 17.11% | 95.22%-78.1pp | 78.13%-61.0pp | 345.43%-328.3pp |
| Employer contribution / active EE | $3,247 | $3,139+3.4% | $2,855+13.7% | $4,764-31.8% |
| Participant deferral / active EE | $5,177 | $4,281+20.9% | $3,885+33.3% | $5,851-11.5% |
| Admin fee / account holder | $452 | $6,175-92.7% | $5,354-91.6% | $11,599-96.1% |