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 | $200,778 | $72,492+177.0% | $87,102+130.5% | $72,983+175.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.78% | 24.46%-7.7pp | 28.19%-11.4pp | 81.01%-64.2pp |
| Employer contribution / active EE | $7,270 | $1,894+283.9% | $2,521+188.3% | $2,440+198.0% |
| Participant deferral / active EE | $4,661 | $3,270+42.6% | $4,048+15.1% | $3,608+29.2% |
| Admin fee / account holder | $18,659 | $5,055+269.1% | $7,491+149.1% | $5,124+264.1% |