Filed November 5, 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 | $185,618 | $100,060+85.5% | $149,721+24.0% | $70,126+164.7% |
| Participation rate | 94.6% | 83.6%+11.0pp | 87.1%+7.5pp | 69.5%+25.1pp |
| Annual return | 17.80% | 27.46%-9.7pp | 1501.67%-1483.9pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,688 | $3,661-26.6% | $5,444-50.6% | $2,343+14.8% |
| Participant deferral / active EE | $7,550 | $4,982+51.6% | $6,568+15.0% | $3,332+126.6% |
| Admin fee / account holder | $30,874 | $8,285+272.6% | $11,282+173.6% | $4,645+564.6% |