Filed March 31, 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 | $249,848 | $135,956+83.8% | $123,894+101.7% | $273,972-8.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.88% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $20,670 | $5,170+299.8% | $4,617+347.7% | $4,869+324.5% |
| Participant deferral / active EE | $31,663 | $6,343+399.2% | $5,984+429.1% | $5,287+498.9% |
| Admin fee / account holder | $1,510 | $9,817-84.6% | $8,357-81.9% | $10,133-85.1% |