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 | $248,890 | $85,169+192.2% | $172,755+44.1% | $72,983+241.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.26% | 27.32%-3.1pp | 802.94%-778.7pp | 81.01%-56.7pp |
| Employer contribution / active EE | $9,026 | $3,324+171.6% | $5,144+75.5% | $2,440+270.0% |
| Participant deferral / active EE | $5,433 | $3,260+66.6% | $5,198+4.5% | $3,608+50.6% |
| Admin fee / account holder | $3,282 | $5,880-44.2% | $13,955-76.5% | $5,124-35.9% |