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 | $138,734 | $209,888-33.9% | $189,545-26.8% | $167,553-17.2% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 22.89% | 748.66%-725.8pp | 555.36%-532.5pp | 478.89%-456.0pp |
| Employer contribution / active EE | $5,019 | $6,915-27.4% | $6,162-18.5% | $4,840+3.7% |
| Participant deferral / active EE | $10,688 | $8,934+19.6% | $8,220+30.0% | $6,343+68.5% |
| Admin fee / account holder | $4,634 | $14,300-67.6% | $12,049-61.5% | $12,316-62.4% |