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 | $79,638 | $56,894+40.0% | $84,753-6.0% | $62,881+26.6% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,070 | $2,400-13.7% | $3,574-42.1% | $2,281-9.2% |
| Participant deferral / active EE | $4,959 | $2,709+83.0% | $3,712+33.6% | $3,203+54.8% |
| Admin fee / account holder | $2,348 | $3,581-34.4% | $5,333-56.0% | $4,296-45.3% |