Filed December 11, 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 | $223,588 | $100,938+121.5% | $90,461+147.2% | $158,982+40.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.78% | 1727.20%-1710.4pp | 1294.76%-1278.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $11,333 | $3,691+207.0% | $3,264+247.2% | $4,763+137.9% |
| Participant deferral / active EE | $8,855 | $4,350+103.6% | $3,964+123.4% | $5,983+48.0% |
| Admin fee / account holder | $5,590 | $6,510-14.1% | $5,617-0.5% | $11,252-50.3% |