Filed October 2, 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 | $68,420 | $171,867-60.2% | $149,721-54.3% | $147,586-53.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.61% | 2113.36%-2092.8pp | 1501.67%-1481.1pp | 578.59%-558.0pp |
| Employer contribution / active EE | $13,249 | $6,275+111.2% | $5,444+143.4% | $4,876+171.7% |
| Participant deferral / active EE | $13,223 | $7,270+81.9% | $6,568+101.3% | $5,439+143.1% |
| Admin fee / account holder | $340 | $13,799-97.5% | $11,282-97.0% | $10,886-96.9% |