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 | $113,480 | $64,716+75.4% | $112,258+1.1% | $68,495+65.7% |
| Participation rate | 95.6% | 67.2%+28.4pp | 75.1%+20.5pp | 67.9%+27.7pp |
| Annual return | -15.70% | -11.40%-4.3pp | 27.47%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,184 | $2,746+15.9% | $3,636-12.4% | $2,596+22.6% |
| Participant deferral / active EE | $5,621 | $3,565+57.7% | $4,728+18.9% | $4,028+39.6% |
| Admin fee / account holder | $3,953 | $5,232-24.4% | $6,411-38.3% | $5,403-26.8% |