Filed March 6, 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 | $8,603 | $57,057-84.9% | $85,009-89.9% | $80,874-89.4% |
| Participation rate | 87.5% | 56.4%+31.1pp | 67.5%+20.0pp | 67.6%+19.9pp |
| Annual return | 13.46% | 21.66%-8.2pp | 66.47%-53.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $6,769 | $1,799+276.3% | $2,728+148.1% | $2,756+145.6% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $647 | $4,986-87.0% | $6,153-89.5% | $6,935-90.7% |