Filed September 25, 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 | $80,193 | $45,050+78.0% | $63,018+27.3% | $70,126+14.4% |
| Participation rate | 95.1% | 69.5%+25.6pp | 74.8%+20.3pp | 69.5%+25.6pp |
| Annual return | 16.58% | 18.76%-2.2pp | 87.62%-71.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $3,754 | $2,052+82.9% | $2,761+36.0% | $2,343+60.2% |
| Participant deferral / active EE | $4,310 | $2,466+74.8% | $3,330+29.5% | $3,332+29.4% |
| Admin fee / account holder | $1,956 | $2,834-31.0% | $3,601-45.7% | $4,645-57.9% |