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 | $64,666 | $92,766-30.3% | $82,763-21.9% | $134,545-51.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.92% | 946.97%-964.9pp | 702.45%-720.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $5,617 | $3,273+71.6% | $3,008+86.7% | $4,742+18.5% |
| Participant deferral / active EE | $5,739 | $4,802+19.5% | $4,395+30.6% | $6,401-10.3% |
| Admin fee / account holder | $26,160 | $5,978+337.6% | $5,325+391.2% | $11,431+128.9% |