Filed December 19, 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 | $37,159 | $51,638-28.0% | $129,406-71.3% | $80,959-54.1% |
| Participation rate | 97.9% | 56.9%+41.0pp | 69.6%+28.3pp | 67.7%+30.2pp |
| Annual return | 12.12% | 20.78%-8.7pp | 9468.18%-9456.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $383 | $1,584-75.8% | $4,155-90.8% | $2,757-86.1% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,945 | $4,313-54.9% | $7,689-74.7% | $6,925-71.9% |