Filed August 1, 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 | $248,568 | $111,535+122.9% | $105,223+136.2% | $137,256+81.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.27% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $17,651 | $3,939+348.1% | $3,689+378.5% | $4,156+324.7% |
| Participant deferral / active EE | $15,448 | $5,500+180.9% | $5,072+204.6% | $6,407+141.1% |
| Admin fee / account holder | $27,700 | $9,721+184.9% | $8,859+212.7% | $12,270+125.8% |