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 | $48,392 | $202,342-76.1% | $172,752-72.0% | $152,897-68.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 13.16% | 1029.83%-1016.7pp | 802.97%-789.8pp | 345.43%-332.3pp |
| Employer contribution / active EE | $2,957 | $5,858-49.5% | $5,144-42.5% | $4,764-37.9% |
| Participant deferral / active EE | $2,472 | $5,948-58.4% | $5,198-52.4% | $5,851-57.8% |
| Admin fee / account holder | $11,389 | $17,111-33.4% | $13,955-18.4% | $11,599-1.8% |