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 | $107,003 | $48,314+121.5% | $67,561+58.4% | $80,925+32.2% |
| Participation rate | 84.9% | 66.4%+18.5pp | 72.9%+12.0pp | 67.7%+17.2pp |
| Annual return | 16.53% | 18.28%-1.7pp | 3525.44%-3508.9pp | 35.65%-19.1pp |
| Employer contribution / active EE | $3,561 | $2,022+76.1% | $2,735+30.2% | $2,756+29.2% |
| Participant deferral / active EE | $4,060 | $2,927+38.7% | $4,003+1.4% | $4,299-5.5% |
| Admin fee / account holder | $2,085 | $3,690-43.5% | $4,006-47.9% | $6,940-70.0% |