Filed July 10, 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 | $159,223 | $201,370-20.9% | $184,256-13.6% | $145,897+9.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.71% | 29.05%-14.3pp | 28.85%-14.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,652 | $7,024-76.5% | $6,427-74.3% | $4,663-64.6% |
| Participant deferral / active EE | $16,281 | $9,808+66.0% | $9,133+78.3% | $6,689+143.4% |
| Admin fee / account holder | $4,828 | $16,364-70.5% | $13,899-65.3% | $13,390-63.9% |