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 | $152,803 | $48,314+216.3% | $67,561+126.2% | $80,925+88.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.55% | 18.28%-2.7pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $11,347 | $2,022+461.2% | $2,735+314.9% | $2,756+311.7% |
| Participant deferral / active EE | $9,855 | $2,927+236.7% | $4,003+146.2% | $4,299+129.2% |
| Admin fee / account holder | $14,151 | $3,690+283.5% | $4,006+253.3% | $6,940+103.9% |