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 | $36,803 | $75,962-51.6% | $154,111-76.1% | $64,173-42.6% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | -7.83% | 30.32%-38.2pp | 735.18%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $717 | $3,350-78.6% | $5,298-86.5% | $2,381-69.9% |
| Participant deferral / active EE | $4,598 | $3,175+44.8% | $5,081-9.5% | $3,470+32.5% |
| Admin fee / account holder | $418 | $5,589-92.5% | $13,411-96.9% | $4,887-91.4% |