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 | $75,574 | $52,678+43.5% | $75,784-0.3% | $59,633+26.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.01% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,061 | $2,193-6.0% | $3,323-38.0% | $2,203-6.4% |
| Participant deferral / active EE | $5,722 | $2,591+120.9% | $3,652+56.7% | $3,192+79.3% |
| Admin fee / account holder | $1,432 | $3,610-60.3% | $5,300-73.0% | $4,297-66.7% |