Filed August 11, 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 | $33,928 | $83,485-59.4% | $125,195-72.9% | $72,976-53.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.91% | 25.77%-3.9pp | 43.79%-21.9pp | 81.02%-59.1pp |
| Employer contribution / active EE | $6,007 | $2,346+156.1% | $3,866+55.4% | $2,440+146.2% |
| Participant deferral / active EE | $2,143 | $3,586-40.2% | $4,937-56.6% | $3,608-40.6% |
| Admin fee / account holder | $2,175 | $5,518-60.6% | $9,704-77.6% | $5,124-57.5% |