Filed October 28, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,636 | $123,793+46.7% | $177,840+2.1% | $79,852+127.5% |
| Participation rate | 86.7% | 84.7%+2.0pp | 87.7%-1.1pp | 69.6%+17.0pp |
| Annual return | 10.60% | 22.82%-12.2pp | 48.32%-37.7pp | 31.72%-21.1pp |
| Employer contribution / active EE | $2,972 | $4,095-27.4% | $5,919-49.8% | $2,471+20.3% |
| Participant deferral / active EE | $7,851 | $5,956+31.8% | $7,714+1.8% | $3,740+109.9% |
| Admin fee / account holder | $10,400 | $7,243+43.6% | $12,431-16.3% | $5,306+96.0% |