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 | $48,706 | $217,427-77.6% | $185,837-73.8% | $167,518-70.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 36.49% | 148.39%-111.9pp | 122.08%-85.6pp | 478.71%-442.2pp |
| Employer contribution / active EE | $4,066 | $5,874-30.8% | $5,168-21.3% | $4,838-16.0% |
| Participant deferral / active EE | $5,665 | $6,357-10.9% | $5,568+1.7% | $6,342-10.7% |
| Admin fee / account holder | $6,273 | $19,816-68.3% | $16,241-61.4% | $12,312-49.1% |