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 | $182,522 | $62,589+191.6% | $76,768+137.8% | $64,173+184.4% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -3.82% | -1.95%-1.9pp | 2.43%-6.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $7,047 | $1,832+284.6% | $2,485+183.5% | $2,381+196.0% |
| Participant deferral / active EE | $4,189 | $3,145+33.2% | $3,852+8.8% | $3,470+20.7% |
| Admin fee / account holder | $16,323 | $4,667+249.7% | $6,675+144.5% | $4,887+234.0% |