Filed April 14, 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 | $70,661 | $43,333+63.1% | $59,883+18.0% | $64,181+10.1% |
| Participation rate | 88.6% | 69.2%+19.5pp | 74.7%+13.9pp | 69.6%+19.1pp |
| Annual return | 8.79% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,591 | $2,029+27.7% | $2,722-4.8% | $2,381+8.9% |
| Participant deferral / active EE | $3,225 | $2,547+26.6% | $3,402-5.2% | $3,470-7.1% |
| Admin fee / account holder | $1,729 | $3,006-42.5% | $3,591-51.8% | $4,887-64.6% |