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 | $132,390 | $42,910+208.5% | $60,919+117.3% | $68,490+93.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.57% | -13.99%+0.4pp | 16.96%-30.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $10,831 | $1,978+447.5% | $2,704+300.6% | $2,597+317.1% |
| Participant deferral / active EE | $9,273 | $2,866+223.6% | $3,814+143.1% | $4,028+130.2% |
| Admin fee / account holder | $14,042 | $3,104+352.3% | $3,228+335.1% | $5,403+159.9% |