Filed November 14, 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 | $79,256 | $40,263+96.8% | $57,347+38.2% | $59,632+32.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 7.58% | 27.50%-19.9pp | 24.40%-16.8pp | 2041.32%-2033.7pp |
| Employer contribution / active EE | $9,946 | $1,922+417.5% | $2,689+269.9% | $2,203+351.5% |
| Participant deferral / active EE | $5,764 | $2,400+140.2% | $3,162+82.3% | $3,192+80.6% |
| Admin fee / account holder | $13,106 | $2,819+365.0% | $3,356+290.5% | $4,297+205.0% |