Filed November 18, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,053 | $114,119+54.3% | $107,187+64.2% | $138,895+26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.38% | 273.21%-263.8pp | 204.55%-195.2pp | 145.39%-136.0pp |
| Employer contribution / active EE | $13,559 | $4,059+234.1% | $3,782+258.5% | $4,194+223.3% |
| Participant deferral / active EE | $5,718 | $5,538+3.3% | $5,096+12.2% | $6,396-10.6% |
| Admin fee / account holder | $30,840 | $10,024+207.7% | $9,162+236.6% | $12,562+145.5% |