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 | $113,077 | $45,087+150.8% | $69,483+62.7% | $72,976+55.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 6.24% | 22.67%-16.4pp | 28.99%-22.7pp | 81.02%-74.8pp |
| Employer contribution / active EE | $12,832 | $2,055+524.4% | $2,780+361.6% | $2,440+425.9% |
| Participant deferral / active EE | $9,536 | $2,603+266.4% | $3,537+169.7% | $3,608+164.3% |
| Admin fee / account holder | $1,308 | $3,057-57.2% | $3,841-65.9% | $5,124-74.5% |