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 | $45,963 | $91,538-49.8% | $130,014-64.6% | $75,173-38.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.74% | -631.11%+647.8pp | -137.22%+154.0pp | 160.65%-143.9pp |
| Employer contribution / active EE | $5,360 | $2,845+88.4% | $4,320+24.1% | $2,670+100.7% |
| Participant deferral / active EE | $2,385 | $4,341-45.1% | $5,821-59.0% | $4,126-42.2% |
| Admin fee / account holder | $1,735 | $6,790-74.4% | $10,616-83.7% | $5,651-69.3% |