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 | $57,073-84.9% | $85,126-89.9% | $80,925-89.4% |
| Participation rate | 87.5% | 56.4%+31.1pp | 67.5%+20.0pp | 67.7%+19.8pp |
| Annual return | 13.46% | 21.69%-8.2pp | 66.63%-53.2pp | 35.65%-22.2pp |
| Employer contribution / active EE | $6,769 | $1,801+275.9% | $2,731+147.8% | $2,756+145.6% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $647 | $4,988-87.0% | $6,160-89.5% | $6,940-90.7% |