Filed August 1, 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 | $183,779 | $60,349+204.5% | $74,184+147.7% | $62,881+192.3% |
| Participation rate | 91.9% | 72.7%+19.2pp | 76.6%+15.3pp | 69.3%+22.6pp |
| Annual return | 7.28% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,415 | $1,680+281.8% | $2,370+170.7% | $2,281+181.3% |
| Participant deferral / active EE | $3,865 | $2,856+35.3% | $3,550+8.9% | $3,203+20.7% |
| Admin fee / account holder | $4,696 | $4,261+10.2% | $5,586-15.9% | $4,296+9.3% |