Filed June 9, 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 | $197,866 | $88,672+123.1% | $105,223+88.0% | $82,448+140.0% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 15.02% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,864 | $3,048+26.8% | $3,689+4.8% | $2,551+51.5% |
| Participant deferral / active EE | $6,804 | $4,036+68.6% | $5,072+34.2% | $4,139+64.4% |
| Admin fee / account holder | $16,513 | $7,146+131.1% | $8,859+86.4% | $7,234+128.3% |