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 | $36,082 | $81,870-55.9% | $119,634-69.8% | $68,490-47.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.51% | -23.82%+5.3pp | -14.98%-3.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $5,447 | $2,692+102.4% | $4,232+28.7% | $2,597+109.8% |
| Participant deferral / active EE | $2,091 | $4,148-49.6% | $5,601-62.7% | $4,028-48.1% |
| Admin fee / account holder | $3,784 | $6,583-42.5% | $10,329-63.4% | $5,403-30.0% |