Filed July 31, 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 | $79,907 | $91,559-12.7% | $133,971-40.4% | $79,852+0.1% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | 16.42% | 61.85%-45.4pp | 45.09%-28.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $3,489 | $2,384+46.4% | $3,919-11.0% | $2,471+41.2% |
| Participant deferral / active EE | $8,286 | $3,734+121.9% | $5,047+64.2% | $3,740+121.5% |
| Admin fee / account holder | $7,997 | $6,321+26.5% | $8,929-10.4% | $5,306+50.7% |