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 | $87,005 | $46,534+87.0% | $64,097+35.7% | $75,177+15.7% |
| Participation rate | 84.9% | 65.9%+19.0pp | 72.3%+12.6pp | 67.2%+17.7pp |
| Annual return | 12.69% | 26.07%-13.4pp | 33.75%-21.1pp | 160.75%-148.1pp |
| Employer contribution / active EE | $3,256 | $1,976+64.8% | $2,750+18.4% | $2,671+21.9% |
| Participant deferral / active EE | $4,246 | $2,835+49.8% | $3,881+9.4% | $4,126+2.9% |
| Admin fee / account holder | $5,771 | $2,957+95.2% | $3,070+88.0% | $5,651+2.1% |