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 | $147,688 | $46,599+216.9% | $64,101+130.4% | $75,173+96.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.09% | 26.06%-13.0pp | 33.72%-20.6pp | 160.72%-147.6pp |
| Employer contribution / active EE | $11,061 | $1,975+459.9% | $2,749+302.4% | $2,671+314.1% |
| Participant deferral / active EE | $9,691 | $2,837+241.6% | $3,881+149.7% | $4,126+134.9% |
| Admin fee / account holder | $4,453 | $2,956+50.6% | $3,070+45.0% | $5,651-21.2% |