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 | $100,789 | $53,837+87.2% | $75,714+33.1% | $85,847+17.4% |
| Participation rate | 87.0% | 69.1%+17.9pp | 74.8%+12.1pp | 69.3%+17.6pp |
| Annual return | 29.32% | 24.54%+4.8pp | 104.62%-75.3pp | 318.61%-289.3pp |
| Employer contribution / active EE | $3,357 | $2,017+66.4% | $2,744+22.3% | $2,565+30.8% |
| Participant deferral / active EE | $3,461 | $2,895+19.5% | $3,820-9.4% | $3,952-12.4% |
| Admin fee / account holder | $2,616 | $3,339-21.6% | $3,619-27.7% | $6,261-58.2% |