Filed August 4, 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 | $174,172 | $55,457+214.1% | $77,361+125.1% | $94,015+85.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.66% | 15.57%-3.9pp | 1011.54%-999.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $11,331 | $2,255+402.6% | $2,990+279.0% | $2,790+306.1% |
| Participant deferral / active EE | $9,802 | $3,069+219.3% | $3,911+150.6% | $4,249+130.7% |
| Admin fee / account holder | $11,452 | $4,334+164.3% | $5,894+94.3% | $8,951+27.9% |