Filed November 19, 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 | $39,190 | $183,539-78.6% | $155,556-74.8% | $145,897-73.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 21.34% | 61.31%-40.0pp | 64.84%-43.5pp | 552.29%-530.9pp |
| Employer contribution / active EE | $3,382 | $5,315-36.4% | $4,675-27.7% | $4,663-27.5% |
| Participant deferral / active EE | $4,149 | $6,467-35.8% | $5,631-26.3% | $6,689-38.0% |
| Admin fee / account holder | $6,860 | $19,275-64.4% | $15,885-56.8% | $13,390-48.8% |