Filed September 17, 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 | $63,278 | $59,725+5.9% | $68,509-7.6% | - |
| Participation rate | 76.8% | 66.5%+10.2pp | 74.7%+2.0pp | - |
| Annual return | 0.58% | 51.05%-50.5pp | 8.27%-7.7pp | - |
| Employer contribution / active EE | $1,424 | $1,613-11.7% | $2,278-37.5% | - |
| Participant deferral / active EE | $7,100 | $2,426+192.6% | $3,382+109.9% | - |
| Admin fee / account holder | $10,044 | $8,564+17.3% | $5,275+90.4% | - |