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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,053 | $134,817+30.6% | $123,973+42.0% | $155,188+13.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.38% | 515.49%-506.1pp | 388.13%-378.7pp | 148.84%-139.5pp |
| Employer contribution / active EE | $13,559 | $4,425+206.4% | $4,126+228.6% | $4,248+219.2% |
| Participant deferral / active EE | $5,718 | $5,706+0.2% | $5,247+9.0% | $6,531-12.4% |
| Admin fee / account holder | $30,840 | $13,245+132.8% | $11,799+161.4% | $14,480+113.0% |