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 | $86,106 | $39,126+120.1% | $57,181+50.6% | $62,891+36.9% |
| Participation rate | 97.1% | 70.5%+26.6pp | 75.3%+21.7pp | 69.3%+27.8pp |
| Annual return | 6.80% | 9.24%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $8,549 | $1,874+356.1% | $2,682+218.7% | $2,281+274.8% |
| Participant deferral / active EE | $6,739 | $2,374+183.9% | $3,096+117.7% | $3,203+110.4% |
| Admin fee / account holder | $4,959 | $2,593+91.3% | $3,139+58.0% | $4,296+15.4% |