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 | $232,666 | $150,447+54.6% | $136,298+70.7% | $147,586+57.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.49% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $14,189 | $5,256+169.9% | $4,696+202.2% | $4,876+191.0% |
| Participant deferral / active EE | $10,560 | $6,631+59.3% | $6,247+69.0% | $5,439+94.2% |
| Admin fee / account holder | $7,367 | $10,906-32.5% | $9,244-20.3% | $10,886-32.3% |