Filed June 26, 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 | $71,428 | $78,520-9.0% | $96,576-26.0% | $82,448-13.4% |
| Participation rate | 86.7% | 77.7%+8.9pp | 81.4%+5.2pp | 68.1%+18.6pp |
| Annual return | 24.05% | 41.30%-17.2pp | 38.47%-14.4pp | 41.64%-17.6pp |
| Employer contribution / active EE | $3,611 | $2,630+37.3% | $3,553+1.6% | $2,551+41.6% |
| Participant deferral / active EE | $8,942 | $6,754+32.4% | $7,956+12.4% | $4,139+116.0% |
| Admin fee / account holder | $2,945 | $13,455-78.1% | $11,381-74.1% | $7,234-59.3% |