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 | $76,003 | $184,000-58.7% | $162,185-53.1% | $152,909-50.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.85% | 150.80%-123.9pp | 115.61%-88.8pp | 345.46%-318.6pp |
| Employer contribution / active EE | $3,312 | $6,370-48.0% | $5,613-41.0% | $4,764-30.5% |
| Participant deferral / active EE | $5,641 | $8,033-29.8% | $7,297-22.7% | $5,851-3.6% |
| Admin fee / account holder | $3,786 | $13,124-71.2% | $10,844-65.1% | $11,601-67.4% |