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 | $81,176 | $42,910+89.2% | $60,919+33.3% | $68,490+18.5% |
| Participation rate | 83.6% | 66.8%+16.9pp | 73.1%+10.5pp | 67.9%+15.7pp |
| Annual return | -14.95% | -13.99%-1.0pp | 16.96%-31.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,008 | $1,978+52.0% | $2,704+11.3% | $2,597+15.8% |
| Participant deferral / active EE | $3,267 | $2,866+14.0% | $3,814-14.4% | $4,028-18.9% |
| Admin fee / account holder | $4,568 | $3,104+47.1% | $3,228+41.5% | $5,403-15.5% |