Filed December 17, 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 | $110,643 | $109,872+0.7% | $98,483+12.3% | $167,536-34.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.85% | 1959.31%-1941.5pp | 1494.38%-1476.5pp | 478.82%-461.0pp |
| Employer contribution / active EE | $5,560 | $3,225+72.4% | $2,961+87.8% | $4,839+14.9% |
| Participant deferral / active EE | $8,282 | $4,673+77.2% | $4,276+93.7% | $6,342+30.6% |
| Admin fee / account holder | $1,329 | $6,757-80.3% | $5,953-77.7% | $12,315-89.2% |