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 | $64,706 | $101,591-36.3% | $147,096-56.0% | $74,429-13.1% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.2%-7.7pp | 67.2%+7.3pp |
| Annual return | 21.86% | 8746.45%-8724.6pp | 419.75%-397.9pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $2,467 | $3,813-35.3% | $4,936-50.0% | $2,625-6.0% |
| Participant deferral / active EE | $5,539 | $7,302-24.2% | $8,071-31.4% | $4,348+27.4% |
| Admin fee / account holder | $7,478 | $1,750+327.3% | $13,005-42.5% | $1,944+284.6% |