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 | $108,541 | $45,082+140.8% | $69,464+56.3% | $72,975+48.7% |
| Participation rate | 95.8% | 68.5%+27.3pp | 74.6%+21.2pp | 69.5%+26.3pp |
| Annual return | 19.07% | 22.66%-3.6pp | 28.98%-9.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $8,001 | $2,055+289.3% | $2,779+187.9% | $2,440+227.9% |
| Participant deferral / active EE | $7,101 | $2,604+172.7% | $3,536+100.8% | $3,608+96.8% |
| Admin fee / account holder | $7,038 | $3,057+130.2% | $3,840+83.3% | $5,124+37.4% |