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 | $56,424 | $99,994-43.6% | $146,647-61.5% | $85,851-34.3% |
| Participation rate | 94.7% | 73.1%+21.7pp | 80.1%+14.7pp | 69.3%+25.4pp |
| Annual return | 13.11% | 18.93%-5.8pp | 22.75%-9.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $6,856 | $2,559+167.9% | $4,137+65.7% | $2,565+167.2% |
| Participant deferral / active EE | $2,846 | $4,006-28.9% | $5,506-48.3% | $3,952-28.0% |
| Admin fee / account holder | $7,107 | $7,703-7.7% | $10,281-30.9% | $6,261+13.5% |