Filed October 16, 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 | $11,987 | $72,465-83.5% | $67,575-82.3% | $145,884-91.8% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 35.00% | 7222.56%-7187.6pp | 3528.98%-3494.0pp | 551.85%-516.8pp |
| Employer contribution / active EE | $2,746 | $3,074-10.6% | $2,736+0.4% | $4,662-41.1% |
| Participant deferral / active EE | $4,366 | $4,786-8.8% | $4,003+9.1% | $6,690-34.7% |
| Admin fee / account holder | $506 | $5,515-90.8% | $3,993-87.3% | $13,392-96.2% |