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 | $134,817+84.4% | $123,973+100.5% | $155,188+60.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.27% | 515.49%-496.2pp | 388.13%-368.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $17,651 | $4,425+298.9% | $4,126+327.8% | $4,248+315.5% |
| Participant deferral / active EE | $15,448 | $5,706+170.7% | $5,247+194.4% | $6,531+136.5% |
| Admin fee / account holder | $27,700 | $13,245+109.1% | $11,799+134.8% | $14,480+91.3% |