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 | $169,020 | $53,837+213.9% | $75,714+123.2% | $85,847+96.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 29.21% | 24.54%+4.7pp | 104.62%-75.4pp | 318.61%-289.4pp |
| Employer contribution / active EE | $14,280 | $2,017+607.8% | $2,744+420.5% | $2,565+456.7% |
| Participant deferral / active EE | $12,394 | $2,895+328.1% | $3,820+224.4% | $3,952+213.6% |
| Admin fee / account holder | $4,296 | $3,339+28.7% | $3,619+18.7% | $6,261-31.4% |