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 | $121,908 | $65,361+86.5% | $92,903+31.2% | $72,983+67.0% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 18.63% | 42.11%-23.5pp | 109.43%-90.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $2,277 | $2,594-12.2% | $3,653-37.7% | $2,440-6.7% |
| Participant deferral / active EE | $4,727 | $3,128+51.1% | $4,238+11.6% | $3,608+31.0% |
| Admin fee / account holder | $11,934 | $4,251+180.7% | $5,795+105.9% | $5,124+132.9% |