Filed November 14, 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 | $179,495 | $77,638+131.2% | $156,551+14.7% | $62,881+185.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.08% | 50.33%-42.2pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $7,069 | $3,444+105.3% | $5,501+28.5% | $2,281+209.9% |
| Participant deferral / active EE | $872 | $3,046-71.4% | $4,871-82.1% | $3,203-72.8% |
| Admin fee / account holder | $3,572 | $5,561-35.8% | $13,028-72.6% | $4,296-16.9% |