Filed October 2, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,465 | $96,268+42.8% | $143,412-4.1% | $86,983+58.0% |
| Participation rate | 90.3% | 74.6%+15.7pp | 78.5%+11.9pp | 69.5%+20.8pp |
| Annual return | 12.08% | 25.47%-13.4pp | 256.99%-244.9pp | 25.83%-13.8pp |
| Employer contribution / active EE | $3,834 | $3,080+24.5% | $3,748+2.3% | $2,584+48.4% |
| Participant deferral / active EE | $4,138 | $6,001-31.0% | $6,816-39.3% | $4,194-1.3% |
| Admin fee / account holder | $6,731 | $7,778-13.5% | $11,396-40.9% | $7,856-14.3% |