Filed January 30, 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 | $38,421 | $171,867-77.6% | $149,718-74.3% | $147,585-74.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.92% | 2113.36%-2101.4pp | 1501.70%-1489.8pp | 578.57%-566.6pp |
| Employer contribution / active EE | $6,185 | $6,275-1.4% | $5,444+13.6% | $4,876+26.8% |
| Participant deferral / active EE | $5,418 | $7,270-25.5% | $6,568-17.5% | $5,439-0.4% |
| Admin fee / account holder | $20,760 | $13,799+50.4% | $11,283+84.0% | $10,885+90.7% |