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 | $73,146 | $100,901-27.5% | $75,501-3.1% | $147,586-50.4% |
| Participation rate | 72.2% | 77.1%-4.9pp | 72.4%-0.1pp | 82.8%-10.6pp |
| Annual return | 16.60% | 35.78%-19.2pp | 27.35%-10.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $803 | $3,253-75.3% | $2,352-65.9% | $4,876-83.5% |
| Participant deferral / active EE | $1,676 | $4,027-58.4% | $3,142-46.7% | $5,439-69.2% |
| Admin fee / account holder | $10,723 | $11,285-5.0% | $5,801+84.9% | $10,886-1.5% |