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 | $41,823 | $167,362-75.0% | $143,799-70.9% | $134,532-68.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.11% | 0.47%-13.6pp | -0.04%-13.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $2,516 | $5,620-55.2% | $4,952-49.2% | $4,741-46.9% |
| Participant deferral / active EE | $4,832 | $6,447-25.1% | $5,638-14.3% | $6,401-24.5% |
| Admin fee / account holder | $11,268 | $18,094-37.7% | $14,677-23.2% | $11,429-1.4% |