Filed November 19, 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 | $169,616 | $153,769+10.3% | $133,975+26.6% | $273,972-38.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.07% | 36.51%-31.4pp | 29.29%-24.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $8,938 | $6,029+48.2% | $5,211+71.5% | $4,869+83.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,617 | $11,765+7.2% | $9,324+35.3% | $10,133+24.5% |