Filed September 4, 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 | $158,571 | $54,162+192.8% | $68,612+131.1% | $64,173+147.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.93% | -1.62%-2.3pp | -4.63%+0.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,756 | $1,846+157.6% | $2,625+81.2% | $2,381+99.8% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,221 | $4,029+203.4% | $5,131+138.2% | $4,887+150.0% |