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 | $31,909 | $49,199-35.1% | $121,204-73.7% | $75,173-57.6% |
| Participation rate | 95.9% | 55.4%+40.5pp | 69.5%+26.4pp | 67.2%+28.7pp |
| Annual return | 16.58% | 56.04%-39.5pp | 987.18%-970.6pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,878 | $1,547+21.4% | $4,170-55.0% | $2,671-29.7% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,611 | $3,946+16.9% | $5,651-18.4% | $5,651-18.4% |