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 | $174,172 | $50,554+244.5% | $67,681+157.3% | $87,485+99.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.66% | 17.81%-6.2pp | 590.58%-578.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $11,331 | $1,988+469.8% | $2,678+323.1% | $2,596+336.4% |
| Participant deferral / active EE | $9,802 | $2,961+231.0% | $3,976+146.5% | $4,274+129.4% |
| Admin fee / account holder | $11,452 | $4,132+177.1% | $6,100+87.8% | $7,775+47.3% |