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 | $85,016 | $57,352+48.2% | $83,830+1.4% | $64,173+32.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.70% | 11.38%-16.1pp | 850.97%-855.7pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,392 | $2,546-6.0% | $3,631-34.1% | $2,381+0.5% |
| Participant deferral / active EE | $5,294 | $2,993+76.9% | $4,082+29.7% | $3,470+52.6% |
| Admin fee / account holder | $4,841 | $4,046+19.7% | $5,479-11.6% | $4,887-0.9% |