Filed December 15, 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 | $24,748 | $77,638-68.1% | $156,551-84.2% | $62,881-60.6% |
| Participation rate | 75.9% | 71.2%+4.7pp | 84.0%-8.2pp | 69.3%+6.6pp |
| Annual return | 19.11% | 50.33%-31.2pp | 32.23%-13.1pp | 20.14%-1.0pp |
| Employer contribution / active EE | $687 | $3,444-80.0% | $5,501-87.5% | $2,281-69.9% |
| Participant deferral / active EE | $2,889 | $3,046-5.1% | $4,871-40.7% | $3,203-9.8% |
| Admin fee / account holder | $3,777 | $5,561-32.1% | $13,028-71.0% | $4,296-12.1% |