Filed August 22, 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 | $64,027 | $96,956-34.0% | $69,779-8.2% | $273,972-76.6% |
| Participation rate | 72.2% | 77.1%-4.8pp | 71.8%+0.4pp | 83.0%-10.8pp |
| Annual return | 4.00% | 12.93%-8.9pp | 12.99%-9.0pp | 41.46%-37.5pp |
| Employer contribution / active EE | $741 | $3,316-77.7% | $2,338-68.3% | $4,869-84.8% |
| Participant deferral / active EE | $1,837 | $3,744-50.9% | $2,931-37.3% | $5,287-65.3% |
| Admin fee / account holder | $15,211 | $7,934+91.7% | $4,381+247.2% | $10,133+50.1% |