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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,181 | $58,391+251.4% | $76,667+167.6% | $72,976+181.2% |
| Participation rate | 98.6% | 67.4%+31.2pp | 72.1%+26.5pp | 69.5%+29.1pp |
| Annual return | 31.20% | 2306.65%-2275.5pp | 1166.74%-1135.5pp | 81.02%-49.8pp |
| Employer contribution / active EE | $4,932 | $1,787+176.0% | $2,303+114.2% | $2,440+102.1% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $12,588 | $4,014+213.6% | $6,423+96.0% | $5,124+145.7% |