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 | $77,613 | $45,050+72.3% | $63,018+23.2% | $70,126+10.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.98% | 18.76%-3.8pp | 87.62%-72.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $12,187 | $2,052+493.9% | $2,761+341.4% | $2,343+420.3% |
| Participant deferral / active EE | $10,016 | $2,466+306.2% | $3,330+200.8% | $3,332+200.6% |
| Admin fee / account holder | $3,481 | $2,834+22.8% | $3,601-3.3% | $4,645-25.1% |