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 | $14,067 | $70,121-79.9% | $63,803-78.0% | $138,895-89.9% |
| Participation rate | 92.3% | 77.2%+15.1pp | 72.7%+19.6pp | 79.9%+12.4pp |
| Annual return | 18.58% | 946.48%-927.9pp | 543.72%-525.1pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,311 | $2,882-19.8% | $2,532-8.7% | $4,194-44.9% |
| Participant deferral / active EE | $2,152 | $4,535-52.6% | $3,843-44.0% | $6,396-66.4% |
| Admin fee / account holder | $1,973 | $6,738-70.7% | $5,196-62.0% | $12,562-84.3% |